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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 | $39,006 | $72,071-45.9% | $68,368-42.9% | $137,256-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.43% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,797 | $2,788+0.3% | $2,649+5.6% | $4,156-32.7% |
| Participant deferral / active EE | $9,060 | $4,410+105.4% | $4,123+119.8% | $6,407+41.4% |
| Admin fee / account holder | $305 | $5,336-94.3% | $5,150-94.1% | $12,270-97.5% |