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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 | $73,247 | $129,737-43.5% | $119,126-38.5% | $154,746-52.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.01% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,210 | $4,375-49.5% | $4,034-45.2% | $4,379-49.5% |
| Participant deferral / active EE | $2,380 | $5,842-59.3% | $5,318-55.2% | $6,730-64.6% |
| Admin fee / account holder | $806 | $11,961-93.3% | $10,693-92.5% | $14,365-94.4% |