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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 | $47,998 | $53,128-9.7% | $86,581-44.6% | $70,124-31.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.04% | 27.66%-9.6pp | 965.06%-947.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,002 | $2,068+93.5% | $2,840+40.9% | $2,342+70.8% |
| Participant deferral / active EE | $8,126 | $2,695+201.5% | $3,609+125.2% | $3,332+143.9% |
| Admin fee / account holder | $4,623 | $3,584+29.0% | $4,904-5.7% | $4,645-0.5% |