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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 | $38,160 | $165,912-77.0% | $122,342-68.8% | $147,585-74.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.14% | 34.55%-19.4pp | 30.28%-15.1pp | 578.57%-563.4pp |
| Employer contribution / active EE | $2,853 | $5,754-50.4% | $4,051-29.6% | $4,876-41.5% |
| Participant deferral / active EE | $4,060 | $4,005+1.4% | $3,287+23.5% | $5,439-25.3% |
| Admin fee / account holder | $2,316 | $7,424-68.8% | $5,478-57.7% | $10,885-78.7% |