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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 | $40,017 | $102,638-61.0% | $81,982-51.2% | $158,982-74.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.40% | 61.05%-49.7pp | 41.31%-29.9pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,385 | $3,241-26.4% | $2,498-4.6% | $4,763-49.9% |
| Participant deferral / active EE | $3,492 | $4,649-24.9% | $3,722-6.2% | $5,983-41.6% |
| Admin fee / account holder | $1,630 | $8,237-80.2% | $5,665-71.2% | $11,252-85.5% |