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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 | $46,568 | $73,107-36.3% | $114,563-59.4% | $87,485-46.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 18.59% | 19.47%-0.9pp | 241.09%-222.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $6,968 | $1,881+270.4% | $2,592+168.8% | $2,596+168.4% |
| Participant deferral / active EE | $7,371 | $3,144+134.5% | $4,142+77.9% | $4,274+72.5% |
| Admin fee / account holder | $3,594 | $5,770-37.7% | $7,623-52.9% | $7,775-53.8% |