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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 | $53,553 | $106,247-49.6% | $96,515-44.5% | $139,466-61.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.57% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $4,588 | $4,106+11.7% | $3,740+22.7% | $4,754-3.5% |
| Participant deferral / active EE | $9,080 | $5,456+66.4% | $4,880+86.1% | $6,712+35.3% |
| Admin fee / account holder | $33,121 | $7,885+320.0% | $6,735+391.7% | $11,409+190.3% |