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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 | $41,810 | $154,209-72.9% | $130,062-67.9% | $139,487-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 32.52%-20.5pp | -137.37%+149.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $7,730 | $5,292+46.0% | $4,322+78.8% | $4,755+62.6% |
| Participant deferral / active EE | $13,927 | $6,709+107.6% | $5,821+139.3% | $6,713+107.5% |
| Admin fee / account holder | $6,381 | $13,988-54.4% | $10,601-39.8% | $11,407-44.1% |