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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 | $37,720 | $132,099-71.4% | $115,599-67.4% | $138,895-72.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.19% | 176.76%-157.6pp | 111.10%-91.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,564 | $3,416+33.6% | $2,955+54.4% | $4,194+8.8% |
| Participant deferral / active EE | $10,459 | $5,617+86.2% | $4,889+113.9% | $6,396+63.5% |
| Admin fee / account holder | $9,179 | $15,650-41.3% | $12,841-28.5% | $12,562-26.9% |