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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 | $43,821 | $103,038-57.5% | $90,324-51.5% | $152,909-71.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.53% | 95.25%-71.7pp | 78.15%-54.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $4,655 | $3,141+48.2% | $2,856+63.0% | $4,764-2.3% |
| Participant deferral / active EE | $2,720 | $4,282-36.5% | $3,885-30.0% | $5,851-53.5% |
| Admin fee / account holder | $577 | $6,177-90.7% | $5,356-89.2% | $11,601-95.0% |