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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 | $40,406 | $118,877-66.0% | $96,570-58.2% | $167,536-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.50% | 50.50%-42.0pp | 37.79%-29.3pp | 478.82%-470.3pp |
| Employer contribution / active EE | $2,397 | $3,121-23.2% | $2,357+1.7% | $4,839-50.5% |
| Participant deferral / active EE | $1,220 | $4,617-73.6% | $3,849-68.3% | $6,342-80.8% |
| Admin fee / account holder | $728 | $8,069-91.0% | $6,182-88.2% | $12,315-94.1% |