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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 | $56,097 | $129,737-56.8% | $119,126-52.9% | $154,746-63.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.80% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,682 | $4,375-61.6% | $4,034-58.3% | $4,379-61.6% |
| Participant deferral / active EE | $12,468 | $5,842+113.4% | $5,318+134.4% | $6,730+85.2% |
| Admin fee / account holder | $406 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |