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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 | $43,294 | $101,618-57.4% | $93,063-53.5% | $137,256-68.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.26% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,325 | $2,707-14.1% | $2,476-6.1% | $4,156-44.1% |
| Participant deferral / active EE | $9,226 | $4,279+115.6% | $3,958+133.1% | $6,407+44.0% |
| Admin fee / account holder | $1,051 | $6,198-83.0% | $6,033-82.6% | $12,270-91.4% |