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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 | $33,033 | $126,113-73.8% | $116,096-71.5% | $155,188-78.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 25.87% | 391.72%-365.9pp | 326.25%-300.4pp | 148.84%-123.0pp |
| Employer contribution / active EE | $6,529 | $2,672+144.4% | $2,503+160.8% | $4,248+53.7% |
| Participant deferral / active EE | $8,161 | $4,162+96.1% | $3,952+106.5% | $6,531+24.9% |
| Admin fee / account holder | $2,105 | $8,045-73.8% | $7,704-72.7% | $14,480-85.5% |