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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 | $42,171 | $81,664-48.4% | $70,476-40.2% | $158,966-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.96% | 208.59%-201.6pp | 109.12%-102.2pp | 302.95%-296.0pp |
| Employer contribution / active EE | $4,828 | $3,219+50.0% | $2,738+76.3% | $4,762+1.4% |
| Participant deferral / active EE | $2,431 | $4,556-46.6% | $3,710-34.5% | $5,983-59.4% |
| Admin fee / account holder | $907 | $6,197-85.4% | $3,847-76.4% | $11,250-91.9% |