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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 | $42,314 | $101,063-58.1% | $81,473-48.1% | $147,586-71.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.44% | 32.41%-15.0pp | 38.78%-21.3pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,893 | $3,206+21.5% | $2,568+51.6% | $4,876-20.2% |
| Participant deferral / active EE | $2,711 | $4,242-36.1% | $3,537-23.3% | $5,439-50.2% |
| Admin fee / account holder | $559 | $5,812-90.4% | $4,561-87.8% | $10,886-94.9% |