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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 | $33,974 | $129,737-73.8% | $119,126-71.5% | $154,746-78.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.65% | 379.08%-366.4pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,198 | $4,375-49.8% | $4,034-45.5% | $4,379-49.8% |
| Participant deferral / active EE | $7,225 | $5,842+23.7% | $5,318+35.9% | $6,730+7.3% |
| Admin fee / account holder | $340 | $11,961-97.2% | $10,693-96.8% | $14,365-97.6% |