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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 | $43,315 | $77,449-44.1% | $69,483-37.7% | $152,909-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.93% | 39.09%-18.2pp | 28.99%-8.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,619 | $3,316+9.1% | $2,780+30.2% | $4,764-24.0% |
| Participant deferral / active EE | $8,521 | $4,415+93.0% | $3,537+140.9% | $5,851+45.6% |
| Admin fee / account holder | $9,171 | $6,210+47.7% | $3,841+138.8% | $11,601-20.9% |