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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 | $42,938 | $72,071-40.4% | $68,368-37.2% | $137,256-68.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.22% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,165 | $2,788-22.3% | $2,649-18.3% | $4,156-47.9% |
| Participant deferral / active EE | $6,464 | $4,410+46.6% | $4,123+56.8% | $6,407+0.9% |
| Admin fee / account holder | $1,456 | $5,336-72.7% | $5,150-71.7% | $12,270-88.1% |