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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 | $40,200 | $154,159-73.9% | $130,026-69.1% | $139,456-71.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 32.50%-16.3pp | -137.26%+153.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,261 | $5,292-76.2% | $4,321-70.8% | $4,753-73.5% |
| Participant deferral / active EE | $8,240 | $6,710+22.8% | $5,821+41.6% | $6,711+22.8% |
| Admin fee / account holder | $17,037 | $14,001+21.7% | $10,608+60.6% | $11,407+49.4% |