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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 | $42,947 | $157,276-72.7% | $141,177-69.6% | $152,885-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.89% | 64.33%-32.4pp | 71.40%-39.5pp | 345.39%-313.5pp |
| Employer contribution / active EE | $7,419 | $5,262+41.0% | $4,736+56.7% | $4,763+55.8% |
| Participant deferral / active EE | $7,653 | $7,110+7.6% | $6,710+14.0% | $5,851+30.8% |
| Admin fee / account holder | $1,131 | $12,123-90.7% | $10,263-89.0% | $11,598-90.3% |