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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 | $39,639 | $108,897-63.6% | $100,378-60.5% | $145,877-72.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.17% | 58.17%-40.0pp | 49.41%-31.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $5,503 | $4,420+24.5% | $3,942+39.6% | $4,663+18.0% |
| Participant deferral / active EE | $8,234 | $8,455-2.6% | $8,087+1.8% | $6,691+23.1% |
| Admin fee / account holder | $3,318 | $9,690-65.8% | $7,899-58.0% | $13,402-75.2% |