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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 | $39,553 | $116,203-66.0% | $93,621-57.8% | $152,897-74.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.92% | 35.96%-11.0pp | 32.76%-7.8pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,336 | $3,219-27.4% | $2,719-14.1% | $4,764-51.0% |
| Participant deferral / active EE | $2,055 | $4,605-55.4% | $4,070-49.5% | $5,851-64.9% |
| Admin fee / account holder | $5,017 | $10,751-53.3% | $7,890-36.4% | $11,599-56.7% |