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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 | $26,967 | $102,245-73.6% | $89,340-69.8% | $137,256-80.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 42.44% | 21.89%+20.6pp | 20.57%+21.9pp | 220.34%-177.9pp |
| Employer contribution / active EE | $2,873 | $2,529+13.6% | $2,231+28.8% | $4,156-30.9% |
| Participant deferral / active EE | $7,490 | $4,436+68.8% | $3,823+95.9% | $6,407+16.9% |
| Admin fee / account holder | $442 | $8,085-94.5% | $6,704-93.4% | $12,270-96.4% |