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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 | $125,193-68.5% | $105,591-62.6% | $145,978-73.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.19% | 225.53%-212.3pp | 116.43%-103.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,618 | $3,718-29.6% | $3,166-17.3% | $4,662-43.8% |
| Participant deferral / active EE | $4,051 | $5,708-29.0% | $5,008-19.1% | $6,690-39.4% |
| Admin fee / account holder | $5,130 | $17,277-70.3% | $11,024-53.5% | $13,400-61.7% |