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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 | $42,102 | $45,152-6.8% | $73,845-43.0% | $59,632-29.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.93% | 27.40%-24.5pp | 2267.91%-2265.0pp | 2041.32%-2038.4pp |
| Employer contribution / active EE | $4,141 | $1,902+117.7% | $2,788+48.5% | $2,203+88.0% |
| Participant deferral / active EE | $6,573 | $2,574+155.4% | $3,583+83.4% | $3,192+106.0% |
| Admin fee / account holder | $2,853 | $3,516-18.9% | $4,881-41.5% | $4,297-33.6% |