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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 | $44,523 | $58,311-23.6% | $81,882-45.6% | $80,959-45.0% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 10.84% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $6,791 | $2,347+189.4% | $2,916+132.9% | $2,757+146.3% |
| Participant deferral / active EE | $4,512 | $3,287+37.3% | $4,323+4.4% | $4,300+4.9% |
| Admin fee / account holder | $748 | $4,752-84.3% | $7,360-89.8% | $6,925-89.2% |