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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 | $42,938 | $127,296-66.3% | $109,907-60.9% | $167,536-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.18% | 22.97%-9.8pp | 29.46%-16.3pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,026 | $3,325-39.1% | $2,844-28.8% | $4,839-58.1% |
| Participant deferral / active EE | $6,591 | $4,513+46.1% | $4,047+62.9% | $6,342+3.9% |
| Admin fee / account holder | $7,505 | $7,119+5.4% | $6,069+23.7% | $12,315-39.1% |