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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 | $40,826 | $53,127-23.2% | $86,597-52.9% | $70,131-41.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.79% | 27.66%-12.9pp | 964.96%-950.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,267 | $2,068+9.6% | $2,840-20.1% | $2,342-3.2% |
| Participant deferral / active EE | $3,711 | $2,696+37.7% | $3,609+2.8% | $3,332+11.4% |
| Admin fee / account holder | $6,194 | $3,585+72.7% | $4,906+26.3% | $4,645+33.3% |