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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 | $54,174 | $129,737-58.2% | $119,126-54.5% | $154,746-65.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.73% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,183 | $4,375-27.3% | $4,034-21.1% | $4,379-27.3% |
| Participant deferral / active EE | $3,450 | $5,842-40.9% | $5,318-35.1% | $6,730-48.7% |
| Admin fee / account holder | $854 | $11,961-92.9% | $10,693-92.0% | $14,365-94.1% |