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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 | $44,764 | $110,410-59.5% | $102,437-56.3% | $145,897-69.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 34.59% | 24.85%+9.7pp | 24.95%+9.6pp | 552.29%-517.7pp |
| Employer contribution / active EE | $3,818 | $4,217-9.5% | $3,871-1.4% | $4,663-18.1% |
| Participant deferral / active EE | $3,500 | $5,622-37.7% | $5,060-30.8% | $6,689-47.7% |
| Admin fee / account holder | $4,835 | $9,745-50.4% | $8,388-42.4% | $13,390-63.9% |