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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 | $35,089 | $197,819-82.3% | $155,789-77.5% | $125,389-72.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.08% | 86.73%-84.7pp | 71.54%-69.5pp | 282.24%-280.2pp |
| Employer contribution / active EE | $4,859 | $4,850+0.2% | $3,839+26.6% | $4,866-0.1% |
| Participant deferral / active EE | $2,376 | $5,631-57.8% | $4,798-50.5% | $5,352-55.6% |
| Admin fee / account holder | $814 | $9,544-91.5% | $7,477-89.1% | $9,541-91.5% |