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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 | $43,285 | $103,392-58.1% | $87,104-50.3% | $152,897-71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.16% | 28.10%-6.9pp | 28.19%-7.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $6,438 | $3,221+99.9% | $2,521+155.3% | $4,764+35.1% |
| Participant deferral / active EE | $7,810 | $4,778+63.5% | $4,048+92.9% | $5,851+33.5% |
| Admin fee / account holder | $2,251 | $12,194-81.5% | $7,491-69.9% | $11,599-80.6% |