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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 | $43,610 | $70,366-38.0% | $66,674-34.6% | $138,895-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.30% | 386.41%-373.1pp | 321.24%-307.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $8,316 | $2,765+200.7% | $2,620+217.4% | $4,194+98.3% |
| Participant deferral / active EE | $6,932 | $4,374+58.5% | $4,084+69.7% | $6,396+8.4% |
| Admin fee / account holder | $4,766 | $5,262-9.4% | $5,098-6.5% | $12,562-62.1% |