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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 | $42,092 | $105,145-60.0% | $94,664-55.5% | $139,466-69.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.36% | 38.09%-22.7pp | 156.84%-141.5pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,774 | $4,107-32.5% | $3,673-24.5% | $4,754-41.7% |
| Participant deferral / active EE | $4,242 | $7,599-44.2% | $7,417-42.8% | $6,712-36.8% |
| Admin fee / account holder | $826 | $8,972-90.8% | $7,222-88.6% | $11,409-92.8% |