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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 | $24,791 | $102,828-75.9% | $105,387-76.5% | $152,897-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 35.31% | 20.85%+14.5pp | 26.82%+8.5pp | 345.43%-310.1pp |
| Employer contribution / active EE | $1,681 | $4,473-62.4% | $4,213-60.1% | $4,764-64.7% |
| Participant deferral / active EE | $5,440 | $5,465-0.5% | $5,502-1.1% | $5,851-7.0% |
| Admin fee / account holder | $1,607 | $8,683-81.5% | $6,559-75.5% | $11,599-86.1% |