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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 | $44,285 | $100,279-55.8% | $81,353-45.6% | $145,884-69.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 34.49%-23.3pp | 24.82%-13.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $5,462 | $2,979+83.3% | $2,464+121.7% | $4,662+17.2% |
| Participant deferral / active EE | $8,007 | $4,611+73.7% | $3,885+106.1% | $6,690+19.7% |
| Admin fee / account holder | $4,880 | $8,206-40.5% | $5,766-15.4% | $13,392-63.6% |