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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 | $40,350 | $77,416-47.9% | $69,464-41.9% | $152,897-73.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.70% | 39.08%-22.4pp | 28.98%-12.3pp | 345.43%-328.7pp |
| Employer contribution / active EE | $3,581 | $3,315+8.0% | $2,779+28.8% | $4,764-24.8% |
| Participant deferral / active EE | $4,507 | $4,413+2.1% | $3,536+27.5% | $5,851-23.0% |
| Admin fee / account holder | $1,049 | $6,208-83.1% | $3,840-72.7% | $11,599-91.0% |