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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 | $46,143 | $114,013-59.5% | $103,693-55.5% | $155,188-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.70% | 49.31%-40.6pp | 47.61%-38.9pp | 148.84%-140.1pp |
| Employer contribution / active EE | $4,911 | $3,131+56.8% | $2,920+68.2% | $4,248+15.6% |
| Participant deferral / active EE | $13,536 | $4,970+172.4% | $4,579+195.6% | $6,531+107.3% |
| Admin fee / account holder | $7,562 | $8,407-10.1% | $7,858-3.8% | $14,480-47.8% |