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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 | $35,127 | $105,864-66.8% | $90,162-61.0% | $147,585-76.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.51% | 37.63%-23.1pp | 34.88%-20.4pp | 578.57%-564.1pp |
| Employer contribution / active EE | $3,762 | $4,126-8.8% | $3,318+13.4% | $4,876-22.8% |
| Participant deferral / active EE | $7,951 | $5,733+38.7% | $5,287+50.4% | $5,439+46.2% |
| Admin fee / account holder | $20,564 | $8,046+155.6% | $5,943+246.0% | $10,885+88.9% |