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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 | $44,292 | $112,131-60.5% | $95,964-53.8% | $158,982-72.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.95% | 171.19%-158.2pp | 91.64%-78.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,598 | $3,199+12.5% | $2,541+41.6% | $4,763-24.5% |
| Participant deferral / active EE | $7,380 | $4,784+54.3% | $4,167+77.1% | $5,983+23.3% |
| Admin fee / account holder | $7,637 | $10,136-24.7% | $6,797+12.4% | $11,252-32.1% |