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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 | $40,985 | $105,195-61.0% | $159,450-74.3% | $85,854-52.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.91% | 45.08%-30.2pp | 263.60%-248.7pp | 318.56%-303.6pp |
| Employer contribution / active EE | $3,662 | $3,319+10.3% | $4,830-24.2% | $2,565+42.8% |
| Participant deferral / active EE | $5,806 | $5,946-2.3% | $7,352-21.0% | $3,952+46.9% |
| Admin fee / account holder | $3,531 | $6,934-49.1% | $10,800-67.3% | $6,260-43.6% |