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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 | $41,681 | $125,190-66.7% | $105,624-60.5% | $145,897-71.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 225.22%-209.6pp | 116.20%-100.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,540 | $3,720-31.7% | $3,168-19.8% | $4,663-45.5% |
| Participant deferral / active EE | $6,971 | $5,716+22.0% | $5,013+39.1% | $6,689+4.2% |
| Admin fee / account holder | $3,427 | $17,138-80.0% | $10,961-68.7% | $13,390-74.4% |