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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 | $38,563 | $176,402-78.1% | $134,162-71.3% | $158,966-75.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.17% | 63.66%-59.5pp | 36.35%-32.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $240 | $5,042-95.2% | $3,705-93.5% | $4,762-95.0% |
| Participant deferral / active EE | $8,067 | $4,093+97.1% | $3,500+130.5% | $5,983+34.8% |
| Admin fee / account holder | $12,383 | $8,719+42.0% | $6,685+85.2% | $11,250+10.1% |