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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 | $39,061 | $152,619-74.4% | $125,195-68.8% | $152,909-74.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.81% | 54.85%-42.0pp | 43.79%-31.0pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,508 | $4,947-69.5% | $3,866-61.0% | $4,764-68.3% |
| Participant deferral / active EE | $8,797 | $5,869+49.9% | $4,937+78.2% | $5,851+50.3% |
| Admin fee / account holder | $2,286 | $13,437-83.0% | $9,704-76.4% | $11,601-80.3% |