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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 | $58,500 | $99,652-41.3% | $78,778-25.7% | $147,586-60.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 38.99% | 47.28%-8.3pp | 35.62%+3.4pp | 578.59%-539.6pp |
| Employer contribution / active EE | $3,660 | $2,796+30.9% | $1,986+84.3% | $4,876-24.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,591 | $7,155-35.8% | $5,134-10.6% | $10,886-57.8% |