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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,067 | $90,397-64.5% | $76,002-57.8% | $145,959-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.97% | 621.97%-607.0pp | 360.07%-345.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,320 | $3,317-60.2% | $2,688-50.9% | $4,661-71.7% |
| Participant deferral / active EE | $2,403 | $5,163-53.5% | $4,257-43.5% | $6,689-64.1% |
| Admin fee / account holder | $3,588 | $8,369-57.1% | $6,414-44.1% | $13,398-73.2% |