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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 | $44,260 | $103,038-57.0% | $90,324-51.0% | $152,909-71.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.20% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,795 | $3,141-42.9% | $2,856-37.1% | $4,764-62.3% |
| Participant deferral / active EE | $4,097 | $4,282-4.3% | $3,885+5.4% | $5,851-30.0% |
| Admin fee / account holder | $6,518 | $6,177+5.5% | $5,356+21.7% | $11,601-43.8% |