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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 | $39,447 | $125,184-68.5% | $105,607-62.6% | $145,884-73.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.19% | 225.00%-211.8pp | 116.11%-102.9pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,618 | $3,720-29.6% | $3,167-17.3% | $4,662-43.9% |
| Participant deferral / active EE | $4,051 | $5,714-29.1% | $5,011-19.2% | $6,690-39.4% |
| Admin fee / account holder | $5,130 | $17,133-70.1% | $10,958-53.2% | $13,392-61.7% |