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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 | $45,044 | $49,177-8.4% | $79,466-43.3% | $64,173-29.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 10.37% | -1.16%+11.5pp | 718.28%-707.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $3,509 | $2,076+69.0% | $2,800+25.3% | $2,381+47.4% |
| Participant deferral / active EE | $3,454 | $2,821+22.4% | $3,704-6.7% | $3,470-0.5% |
| Admin fee / account holder | $6,586 | $3,839+71.6% | $5,104+29.0% | $4,887+34.8% |