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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 | $37,549 | $77,416-51.5% | $69,464-45.9% | $152,897-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.45% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,350 | $3,315-59.3% | $2,779-51.4% | $4,764-71.7% |
| Participant deferral / active EE | $5,465 | $4,413+23.8% | $3,536+54.5% | $5,851-6.6% |
| Admin fee / account holder | $2,351 | $6,208-62.1% | $3,840-38.8% | $11,599-79.7% |