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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 | $36,929 | $93,345-60.4% | $119,126-69.0% | $87,485-57.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.39% | 19.08%-6.7pp | 282.11%-269.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,393 | $3,172+7.0% | $4,034-15.9% | $2,596+30.7% |
| Participant deferral / active EE | $4,653 | $4,099+13.5% | $5,318-12.5% | $4,274+8.9% |
| Admin fee / account holder | $1,283 | $8,039-84.0% | $10,693-88.0% | $7,775-83.5% |