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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 | $40,146 | $91,037-55.9% | $71,671-44.0% | $147,585-72.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.08% | 20.48%-5.4pp | 20.65%-5.6pp | 578.58%-563.5pp |
| Employer contribution / active EE | $5,934 | $3,327+78.3% | $2,460+141.2% | $4,876+21.7% |
| Participant deferral / active EE | $4,252 | $4,498-5.5% | $3,438+23.7% | $5,439-21.8% |
| Admin fee / account holder | $361 | $8,613-95.8% | $5,558-93.5% | $10,886-96.7% |