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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 | $45,770 | $93,346-51.0% | $71,796-36.2% | $273,972-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.31% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,343 | $2,733+315.0% | $1,924+489.4% | $4,869+133.0% |
| Participant deferral / active EE | $5,616 | $3,475+61.6% | $2,794+101.0% | $5,287+6.2% |
| Admin fee / account holder | $353 | $6,571-94.6% | $4,815-92.7% | $10,133-96.5% |