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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 | $41,439 | $93,346-55.6% | $71,796-42.3% | $273,972-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.77% | 130.39%-117.6pp | 78.04%-65.3pp | 41.46%-28.7pp |
| Employer contribution / active EE | $8,313 | $2,733+204.1% | $1,924+332.0% | $4,869+70.7% |
| Participant deferral / active EE | $6,000 | $3,475+72.7% | $2,794+114.7% | $5,287+13.5% |
| Admin fee / account holder | $3,101 | $6,571-52.8% | $4,815-35.6% | $10,133-69.4% |