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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 | $40,678 | $69,248-41.3% | $64,101-36.5% | $139,466-70.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.37% | 45.95%-27.6pp | 33.72%-15.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $6,060 | $3,185+90.3% | $2,749+120.5% | $4,754+27.5% |
| Participant deferral / active EE | $7,648 | $4,682+63.3% | $3,881+97.1% | $6,712+14.0% |
| Admin fee / account holder | $543 | $4,247-87.2% | $3,070-82.3% | $11,409-95.2% |