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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 | $45,328 | $103,008-56.0% | $90,304-49.8% | $152,897-70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.88% | 95.22%-73.3pp | 78.13%-56.3pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,061 | $3,139-34.4% | $2,855-27.8% | $4,764-56.7% |
| Participant deferral / active EE | $4,730 | $4,281+10.5% | $3,885+21.7% | $5,851-19.2% |
| Admin fee / account holder | $8,779 | $6,175+42.2% | $5,354+64.0% | $11,599-24.3% |