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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 | $29,892 | $105,145-71.6% | $94,664-68.4% | $139,466-78.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 38.09%-21.0pp | 156.84%-139.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,696 | $4,107-34.4% | $3,673-26.6% | $4,754-43.3% |
| Participant deferral / active EE | $3,288 | $7,599-56.7% | $7,417-55.7% | $6,712-51.0% |
| Admin fee / account holder | $683 | $8,972-92.4% | $7,222-90.5% | $11,409-94.0% |