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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 | $39,169 | $86,298-54.6% | $111,308-64.8% | $85,847-54.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.74% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.9pp |
| Employer contribution / active EE | $2,312 | $2,044+13.1% | $2,732-15.4% | $2,565-9.9% |
| Participant deferral / active EE | $4,486 | $3,641+23.2% | $4,4870% | $3,952+13.5% |
| Admin fee / account holder | $27,283 | $8,189+233.2% | $7,965+242.5% | $6,261+335.8% |