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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 | $41,943 | $168,636-75.1% | $147,618-71.6% | $125,388-66.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.59% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,455 | $6,252-60.7% | $5,565-55.9% | $4,866-49.6% |
| Participant deferral / active EE | $6,344 | $5,507+15.2% | $4,895+29.6% | $5,352+18.5% |
| Admin fee / account holder | $1,236 | $13,580-90.9% | $11,612-89.4% | $9,541-87.0% |