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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 | $64,361 | $102,422-37.2% | $147,117-56.3% | $80,959-20.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 32.96% | 135.16%-102.2pp | 420.54%-387.6pp | 35.67%-2.7pp |
| Employer contribution / active EE | $4,241 | $3,717+14.1% | $4,932-14.0% | $2,757+53.8% |
| Participant deferral / active EE | $9,578 | $6,652+44.0% | $8,065+18.8% | $4,300+122.7% |
| Admin fee / account holder | $5,672 | $7,953-28.7% | $12,993-56.3% | $6,925-18.1% |