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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 | $37,929 | $154,159-75.4% | $130,026-70.8% | $139,456-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 32.50%-21.8pp | -137.26%+148.0pp | 373.45%-362.7pp |
| Employer contribution / active EE | $2,544 | $5,292-51.9% | $4,321-41.1% | $4,753-46.5% |
| Participant deferral / active EE | $3,682 | $6,710-45.1% | $5,821-36.7% | $6,711-45.1% |
| Admin fee / account holder | $858 | $14,001-93.9% | $10,608-91.9% | $11,407-92.5% |