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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 | $70,366-39.0% | $66,674-35.6% | $138,895-69.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.22% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,165 | $2,765-21.7% | $2,620-17.4% | $4,194-48.4% |
| Participant deferral / active EE | $6,464 | $4,374+47.8% | $4,084+58.3% | $6,396+1.1% |
| Admin fee / account holder | $1,456 | $5,262-72.3% | $5,098-71.4% | $12,562-88.4% |