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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 | $70,366-42.0% | $66,674-38.8% | $138,895-70.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.15% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,589 | $2,765-6.4% | $2,620-1.2% | $4,194-38.3% |
| Participant deferral / active EE | $8,057 | $4,374+84.2% | $4,084+97.3% | $6,396+26.0% |
| Admin fee / account holder | $2,577 | $5,262-51.0% | $5,098-49.5% | $12,562-79.5% |