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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 | $34,614 | $102,422-66.2% | $147,117-76.5% | $80,959-57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.17% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $4,005 | $3,717+7.7% | $4,932-18.8% | $2,757+45.3% |
| Participant deferral / active EE | $6,070 | $6,652-8.8% | $8,065-24.7% | $4,300+41.1% |
| Admin fee / account holder | $14,344 | $7,953+80.4% | $12,993+10.4% | $6,925+107.1% |