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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 | $36,164 | $108,882-66.8% | $96,754-62.6% | $154,746-76.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.14% | 98.39%-84.2pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,688 | $3,018-44.1% | $2,679-37.0% | $4,379-61.5% |
| Participant deferral / active EE | $2,352 | $5,323-55.8% | $4,758-50.6% | $6,730-65.1% |
| Admin fee / account holder | $9,376 | $10,200-8.1% | $8,905+5.3% | $14,365-34.7% |