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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 | $40,439 | $85,171-52.5% | $172,752-76.6% | $72,975-44.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.89% | 27.32%-10.4pp | 802.97%-786.1pp | 81.01%-64.1pp |
| Employer contribution / active EE | $2,221 | $3,324-33.2% | $5,144-56.8% | $2,440-9.0% |
| Participant deferral / active EE | $3,013 | $3,260-7.6% | $5,198-42.0% | $3,608-16.5% |
| Admin fee / account holder | $13,599 | $5,880+131.3% | $13,955-2.6% | $5,124+165.4% |