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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 | $43,994 | $129,737-66.1% | $119,126-63.1% | $154,746-71.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.87% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,680 | $4,375-38.7% | $4,034-33.5% | $4,379-38.8% |
| Participant deferral / active EE | $5,226 | $5,842-10.5% | $5,318-1.7% | $6,730-22.4% |
| Admin fee / account holder | $569 | $11,961-95.2% | $10,693-94.7% | $14,365-96.0% |