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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 | $42,224 | $110,410-61.8% | $102,437-58.8% | $145,897-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.86% | 24.85%-6.0pp | 24.95%-6.1pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,596 | $4,217-38.4% | $3,871-32.9% | $4,663-44.3% |
| Participant deferral / active EE | $6,159 | $5,622+9.6% | $5,060+21.7% | $6,689-7.9% |
| Admin fee / account holder | $2,501 | $9,745-74.3% | $8,388-70.2% | $13,390-81.3% |