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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 | $40,373 | $47,479-15.0% | $62,929-35.8% | $82,448-51.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.96% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,963 | $1,885+57.2% | $2,505+18.3% | $2,551+16.2% |
| Participant deferral / active EE | $7,442 | $2,870+159.2% | $3,888+91.4% | $4,139+79.8% |
| Admin fee / account holder | $835 | $3,804-78.1% | $5,065-83.5% | $7,234-88.5% |