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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 | $38,729 | $176,794-78.1% | $146,647-73.6% | $167,553-76.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.62% | 24.04%-9.4pp | 22.75%-8.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $2,107 | $5,161-59.2% | $4,137-49.1% | $4,840-56.5% |
| Participant deferral / active EE | $6,384 | $6,440-0.9% | $5,506+15.9% | $6,343+0.7% |
| Admin fee / account holder | $2,769 | $13,262-79.1% | $10,281-73.1% | $12,316-77.5% |