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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 | $110,337-59.4% | $102,383-56.3% | $145,877-69.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 34.59% | 24.83%+9.8pp | 24.94%+9.7pp | 551.28%-516.7pp |
| Employer contribution / active EE | $3,818 | $4,216-9.4% | $3,870-1.3% | $4,663-18.1% |
| Participant deferral / active EE | $3,500 | $5,621-37.7% | $5,060-30.8% | $6,691-47.7% |
| Admin fee / account holder | $4,835 | $9,750-50.4% | $8,391-42.4% | $13,402-63.9% |