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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 | $45,904 | $116,203-60.5% | $93,621-51.0% | $152,909-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.40% | 35.96%-11.6pp | 32.76%-8.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $6,564 | $3,219+103.9% | $2,719+141.4% | $4,764+37.8% |
| Participant deferral / active EE | $8,493 | $4,605+84.5% | $4,070+108.7% | $5,851+45.2% |
| Admin fee / account holder | $1,784 | $10,751-83.4% | $7,890-77.4% | $11,601-84.6% |