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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 | $45,910 | $114,013-59.7% | $103,693-55.7% | $155,188-70.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.69% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $8,977 | $3,131+186.7% | $2,920+207.4% | $4,248+111.3% |
| Participant deferral / active EE | $6,329 | $4,970+27.3% | $4,579+38.2% | $6,531-3.1% |
| Admin fee / account holder | $30,554 | $8,407+263.4% | $7,858+288.8% | $14,480+111.0% |