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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 | $39,486 | $101,618-61.1% | $93,063-57.6% | $137,256-71.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.01% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,096 | $2,707+162.1% | $2,476+186.6% | $4,156+70.7% |
| Participant deferral / active EE | $1,200 | $4,279-72.0% | $3,958-69.7% | $6,407-81.3% |
| Admin fee / account holder | $1,725 | $6,198-72.2% | $6,033-71.4% | $12,270-85.9% |