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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 | $44,073 | $110,410-60.1% | $102,437-57.0% | $145,897-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.56% | 24.85%-4.3pp | 24.95%-4.4pp | 552.29%-531.7pp |
| Employer contribution / active EE | $10,145 | $4,217+140.6% | $3,871+162.1% | $4,663+117.6% |
| Participant deferral / active EE | $2,230 | $5,622-60.3% | $5,060-55.9% | $6,689-66.7% |
| Admin fee / account holder | $2,167 | $9,745-77.8% | $8,388-74.2% | $13,390-83.8% |