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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 | $45,423 | $148,582-69.4% | $135,942-66.6% | $139,456-67.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.16% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,048 | $5,245-60.9% | $4,858-57.8% | $4,753-56.9% |
| Participant deferral / active EE | $7,545 | $8,101-6.9% | $7,759-2.8% | $6,711+12.4% |
| Admin fee / account holder | $4,528 | $12,402-63.5% | $10,764-57.9% | $11,407-60.3% |