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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 | $40,788 | $72,071-43.4% | $68,368-40.3% | $137,256-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.15% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,589 | $2,788-7.2% | $2,649-2.3% | $4,156-37.7% |
| Participant deferral / active EE | $8,057 | $4,410+82.7% | $4,123+95.4% | $6,407+25.8% |
| Admin fee / account holder | $2,577 | $5,336-51.7% | $5,150-50.0% | $12,270-79.0% |