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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 | $38,149 | $72,071-47.1% | $68,368-44.2% | $137,256-72.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.19% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,298 | $2,788-17.6% | $2,649-13.3% | $4,156-44.7% |
| Participant deferral / active EE | $2,975 | $4,410-32.5% | $4,123-27.8% | $6,407-53.6% |
| Admin fee / account holder | $6,603 | $5,336+23.7% | $5,150+28.2% | $12,270-46.2% |