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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 | $42,972 | $165,381-74.0% | $149,730-71.3% | $158,966-73.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.71% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.2pp |
| Employer contribution / active EE | $2,225 | $5,104-56.4% | $4,645-52.1% | $4,762-53.3% |
| Participant deferral / active EE | $7,428 | $7,182+3.4% | $6,843+8.6% | $5,983+24.1% |
| Admin fee / account holder | $91,996 | $10,809+751.1% | $9,310+888.1% | $11,250+717.7% |