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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 | $36,742 | $53,127-30.8% | $86,587-57.6% | $70,131-47.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.06% | 27.66%-6.6pp | 964.86%-943.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,128 | $2,068+2.9% | $2,839-25.0% | $2,342-9.1% |
| Participant deferral / active EE | $2,395 | $2,696-11.1% | $3,609-33.6% | $3,332-28.1% |
| Admin fee / account holder | $2,818 | $3,585-21.4% | $4,906-42.6% | $4,645-39.3% |