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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 | $44,681 | $116,203-61.5% | $93,621-52.3% | $152,909-70.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.99% | 35.96%-21.0pp | 32.76%-17.8pp | 345.46%-330.5pp |
| Employer contribution / active EE | $13,644 | $3,219+323.8% | $2,719+401.9% | $4,764+186.4% |
| Participant deferral / active EE | $11,576 | $4,605+151.4% | $4,070+184.5% | $5,851+97.8% |
| Admin fee / account holder | $12,862 | $10,751+19.6% | $7,890+63.0% | $11,601+10.9% |