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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 | $45,895 | $81,696-43.8% | $70,494-34.9% | $158,982-71.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.89% | 208.70%-197.8pp | 109.16%-98.3pp | 302.99%-292.1pp |
| Employer contribution / active EE | $2,195 | $3,220-31.8% | $2,738-19.8% | $4,763-53.9% |
| Participant deferral / active EE | $2,730 | $4,558-40.1% | $3,711-26.4% | $5,983-54.4% |
| Admin fee / account holder | $405 | $6,200-93.5% | $3,848-89.5% | $11,252-96.4% |