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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 | $42,019 | $124,346-66.2% | $111,306-62.2% | $167,553-74.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.79% | 37.46%-27.7pp | 54.67%-44.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,287 | $3,438-33.5% | $2,732-16.3% | $4,840-52.7% |
| Participant deferral / active EE | $3,045 | $5,182-41.2% | $4,488-32.1% | $6,343-52.0% |
| Admin fee / account holder | $1,659 | $10,623-84.4% | $7,966-79.2% | $12,316-86.5% |