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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 | $43,932 | $227,566-80.7% | $189,558-76.8% | $167,518-73.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 8.09% | 78.43%-70.3pp | 64.19%-56.1pp | 478.71%-470.6pp |
| Employer contribution / active EE | $2,718 | $5,316-48.9% | $4,412-38.4% | $4,838-43.8% |
| Participant deferral / active EE | $2,689 | $7,002-61.6% | $6,174-56.4% | $6,342-57.6% |
| Admin fee / account holder | $7,196 | $11,881-39.4% | $9,809-26.6% | $12,312-41.6% |