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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 | $43,486 | $157,304-72.4% | $141,197-69.2% | $152,909-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.51% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $7,308 | $5,263+38.9% | $4,736+54.3% | $4,764+53.4% |
| Participant deferral / active EE | $4,253 | $7,111-40.2% | $6,710-36.6% | $5,851-27.3% |
| Admin fee / account holder | $6,379 | $12,126-47.4% | $10,265-37.9% | $11,601-45.0% |