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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 | $40,186 | $88,815-54.8% | $81,882-50.9% | $145,897-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.60% | 1033.75%-1024.2pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,182 | $3,086-29.3% | $2,916-25.2% | $4,663-53.2% |
| Participant deferral / active EE | $1,058 | $4,647-77.2% | $4,323-75.5% | $6,689-84.2% |
| Admin fee / account holder | $2,491 | $8,434-70.5% | $7,360-66.2% | $13,390-81.4% |