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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 | $41,046 | $53,128-22.7% | $86,582-52.6% | $70,126-41.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.98% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $3,819 | $2,068+84.7% | $2,839+34.5% | $2,343+63.0% |
| Participant deferral / active EE | $4,997 | $2,695+85.4% | $3,609+38.5% | $3,332+50.0% |
| Admin fee / account holder | $7,519 | $3,584+109.8% | $4,904+53.3% | $4,645+61.9% |