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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 | $43,156 | $115,814-62.7% | $101,275-57.4% | $158,982-72.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.60% | 56.16%-45.6pp | 46.48%-35.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $4,708 | $4,176+12.8% | $3,660+28.6% | $4,763-1.1% |
| Participant deferral / active EE | $2,322 | $4,958-53.2% | $4,371-46.9% | $5,983-61.2% |
| Admin fee / account holder | $3,266 | $7,249-54.9% | $5,948-45.1% | $11,252-71.0% |