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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 | $31,965 | $109,967-70.9% | $97,197-67.1% | $145,877-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.74% | 244.27%-231.5pp | 75.47%-62.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $960 | $3,077-68.8% | $2,723-64.8% | $4,663-79.4% |
| Participant deferral / active EE | $4,773 | $4,676+2.1% | $4,263+12.0% | $6,691-28.7% |
| Admin fee / account holder | $1,575 | $6,199-74.6% | $5,637-72.1% | $13,402-88.3% |