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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 | $31,158 | $110,410-71.8% | $102,437-69.6% | $145,897-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.13% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $7,292 | $4,217+72.9% | $3,871+88.4% | $4,663+56.4% |
| Participant deferral / active EE | $6,175 | $5,622+9.8% | $5,060+22.0% | $6,689-7.7% |
| Admin fee / account holder | $2,824 | $9,745-71.0% | $8,388-66.3% | $13,390-78.9% |