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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 | $40,905 | $118,877-65.6% | $96,570-57.6% | $167,536-75.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.06% | 50.50%-38.4pp | 37.79%-25.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $6,668 | $3,121+113.7% | $2,357+182.9% | $4,839+37.8% |
| Participant deferral / active EE | $4,444 | $4,617-3.8% | $3,849+15.4% | $6,342-29.9% |
| Admin fee / account holder | $3,649 | $8,069-54.8% | $6,182-41.0% | $12,315-70.4% |