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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 | $43,671 | $106,247-58.9% | $96,515-54.8% | $139,466-68.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 77.22% | 38.47%+38.8pp | 35.73%+41.5pp | 373.66%-296.4pp |
| Employer contribution / active EE | $2,907 | $4,106-29.2% | $3,740-22.3% | $4,754-38.9% |
| Participant deferral / active EE | $7,740 | $5,456+41.9% | $4,880+58.6% | $6,712+15.3% |
| Admin fee / account holder | $2,231 | $7,885-71.7% | $6,735-66.9% | $11,409-80.4% |