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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 | $44,010 | $124,330-64.6% | $109,173-59.7% | $167,536-73.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.68% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,761 | $4,209-58.2% | $3,723-52.7% | $4,839-63.6% |
| Participant deferral / active EE | $4,440 | $5,256-15.5% | $4,654-4.6% | $6,342-30.0% |
| Admin fee / account holder | $1,416 | $7,974-82.2% | $6,755-79.0% | $12,315-88.5% |