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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 | $40,423 | $67,823-40.4% | $52,425-22.9% | $137,256-70.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.69% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,297 | $1,163+269.5% | $914+370.0% | $4,156+3.4% |
| Participant deferral / active EE | $4,263 | $2,288+86.3% | $1,790+138.1% | $6,407-33.5% |
| Admin fee / account holder | $560 | $2,844-80.3% | $2,495-77.5% | $12,270-95.4% |