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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 | $49,519 | $157,296-68.5% | $141,191-64.9% | $152,897-67.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.34% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $12,307 | $5,262+133.9% | $4,736+159.9% | $4,764+158.4% |
| Participant deferral / active EE | $9,214 | $7,111+29.6% | $6,710+37.3% | $5,851+57.5% |
| Admin fee / account holder | $4,128 | $12,125-66.0% | $10,264-59.8% | $11,599-64.4% |