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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 | $40,912 | $98,776-58.6% | $149,745-72.7% | $79,856-48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 47.90% | 27.38%+20.5pp | 276.72%-228.8pp | 31.71%+16.2pp |
| Employer contribution / active EE | $3,468 | $3,217+7.8% | $4,646-25.3% | $2,471+40.3% |
| Participant deferral / active EE | $8,659 | $5,681+52.4% | $6,843+26.5% | $3,741+131.5% |
| Admin fee / account holder | $1,794 | $6,053-70.4% | $9,312-80.7% | $5,306-66.2% |