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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 | $40,913 | $132,634-69.2% | $115,768-64.7% | $137,256-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.36% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,810 | $3,360-46.1% | $2,940-38.4% | $4,156-56.5% |
| Participant deferral / active EE | $2,367 | $5,619-57.9% | $4,917-51.9% | $6,407-63.1% |
| Admin fee / account holder | $1,506 | $15,028-90.0% | $12,439-87.9% | $12,270-87.7% |