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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 | $44,884 | $69,977-35.9% | $108,582-58.7% | $62,881-28.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.52% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $9,640 | $2,135+351.6% | $3,758+156.5% | $2,281+322.7% |
| Participant deferral / active EE | $6,733 | $3,165+112.7% | $4,311+56.2% | $3,203+110.2% |
| Admin fee / account holder | $2,968 | $5,076-41.5% | $7,645-61.2% | $4,296-30.9% |