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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 | $43,857 | $103,393-57.6% | $87,103-49.6% | $152,909-71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.31% | 28.10%-9.8pp | 28.19%-9.9pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,093 | $3,221-4.0% | $2,521+22.7% | $4,764-35.1% |
| Participant deferral / active EE | $12,518 | $4,778+162.0% | $4,049+209.2% | $5,851+113.9% |
| Admin fee / account holder | $412 | $12,195-96.6% | $7,491-94.5% | $11,601-96.5% |