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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 | $154,754-78.9% | $124,206-73.7% | $138,895-76.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 11.58% | 709.28%-697.7pp | 515.27%-503.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,069 | $4,446-76.0% | $3,540-69.8% | $4,194-74.5% |
| Participant deferral / active EE | $1,450 | $4,621-68.6% | $3,968-63.5% | $6,396-77.3% |
| Admin fee / account holder | $4,147 | $6,690-38.0% | $5,929-30.1% | $12,562-67.0% |