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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 | $40,777 | $112,121-63.6% | $95,960-57.5% | $158,966-74.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.69% | 171.16%-159.5pp | 91.63%-79.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $2,098 | $3,199-34.4% | $2,541-17.5% | $4,762-56.0% |
| Participant deferral / active EE | $4,850 | $4,784+1.4% | $4,167+16.4% | $5,983-18.9% |
| Admin fee / account holder | $525 | $10,135-94.8% | $6,797-92.3% | $11,250-95.3% |