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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 | $64,552 | $126,519-49.0% | $106,201-39.2% | $145,959-55.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.29% | 225.10%-211.8pp | 116.26%-103.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,543 | $3,726-58.6% | $3,170-51.3% | $4,661-66.9% |
| Participant deferral / active EE | $4,200 | $5,716-26.5% | $5,012-16.2% | $6,689-37.2% |
| Admin fee / account holder | $509 | $17,312-97.1% | $11,039-95.4% | $13,398-96.2% |