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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 | $40,410 | $63,861-36.7% | $104,639-61.4% | $79,856-49.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 12.16% | 21.30%-9.1pp | 340.67%-328.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,436 | $1,588+116.3% | $2,682+28.1% | $2,471+39.0% |
| Participant deferral / active EE | $3,089 | $2,693+14.7% | $3,738-17.4% | $3,741-17.4% |
| Admin fee / account holder | $7,129 | $4,185+70.3% | $6,465+10.3% | $5,306+34.3% |