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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 | $40,229 | $45,152-10.9% | $73,835-45.5% | $59,633-32.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.12% | 27.40%-25.3pp | 2268.13%-2266.0pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $4,052 | $1,901+113.1% | $2,788+45.4% | $2,203+84.0% |
| Participant deferral / active EE | $4,851 | $2,573+88.6% | $3,583+35.4% | $3,192+52.0% |
| Admin fee / account holder | $4,849 | $3,515+38.0% | $4,880-0.6% | $4,297+12.8% |