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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 | $40,200 | $102,385-60.7% | $147,080-72.7% | $80,935-50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.20% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $4,754 | $3,717+27.9% | $4,933-3.6% | $2,757+72.5% |
| Participant deferral / active EE | $8,643 | $6,651+30.0% | $8,066+7.1% | $4,299+101.0% |
| Admin fee / account holder | $4,552 | $7,951-42.8% | $12,989-65.0% | $6,924-34.3% |