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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 | $43,019 | $109,411-60.7% | $89,435-51.9% | $158,982-72.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.41% | 345.68%-336.3pp | 245.55%-236.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,170 | $3,173-31.6% | $2,587-16.1% | $4,763-54.4% |
| Participant deferral / active EE | $2,170 | $4,600-52.8% | $3,890-44.2% | $5,983-63.7% |
| Admin fee / account holder | $404 | $6,159-93.4% | $4,884-91.7% | $11,252-96.4% |