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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 | $38,786 | $165,381-76.5% | $149,730-74.1% | $158,966-75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.57% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $2,202 | $5,104-56.9% | $4,645-52.6% | $4,762-53.8% |
| Participant deferral / active EE | $5,596 | $7,182-22.1% | $6,843-18.2% | $5,983-6.5% |
| Admin fee / account holder | $26,030 | $10,809+140.8% | $9,310+179.6% | $11,250+131.4% |