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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 | $43,872 | $165,912-73.6% | $122,342-64.1% | $147,585-70.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 34.55%-18.0pp | 30.28%-13.7pp | 578.57%-562.0pp |
| Employer contribution / active EE | $5,016 | $5,754-12.8% | $4,051+23.8% | $4,876+2.9% |
| Participant deferral / active EE | $9,818 | $4,005+145.1% | $3,287+198.7% | $5,439+80.5% |
| Admin fee / account holder | $649 | $7,424-91.3% | $5,478-88.2% | $10,885-94.0% |