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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 | $32,682 | $162,529-79.9% | $130,788-75.0% | $154,746-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.58% | 510.48%-498.9pp | 386.44%-374.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,069 | $4,447-76.0% | $3,558-70.0% | $4,379-75.6% |
| Participant deferral / active EE | $1,450 | $4,808-69.8% | $4,137-65.0% | $6,730-78.5% |
| Admin fee / account holder | $4,147 | $7,669-45.9% | $6,673-37.9% | $14,365-71.1% |