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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 | $44,411 | $110,410-59.8% | $102,437-56.6% | $145,897-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $11,721 | $4,217+177.9% | $3,871+202.8% | $4,663+151.4% |
| Participant deferral / active EE | $11,186 | $5,622+99.0% | $5,060+121.1% | $6,689+67.2% |
| Admin fee / account holder | $6,395 | $9,745-34.4% | $8,388-23.8% | $13,390-52.2% |