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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 | $45,822 | $70,366-34.9% | $66,674-31.3% | $138,895-67.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.28% | 386.41%-371.1pp | 321.24%-306.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,731 | $2,765-1.2% | $2,620+4.2% | $4,194-34.9% |
| Participant deferral / active EE | $2,604 | $4,374-40.5% | $4,084-36.2% | $6,396-59.3% |
| Admin fee / account holder | $1,561 | $5,262-70.3% | $5,098-69.4% | $12,562-87.6% |