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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 | $39,655 | $99,079-60.0% | $78,002-49.2% | $273,972-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.05% | 217.93%-210.9pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,292 | $3,308-60.9% | $2,470-47.7% | $4,869-73.5% |
| Participant deferral / active EE | $3,517 | $4,306-18.3% | $3,497+0.6% | $5,287-33.5% |
| Admin fee / account holder | $10,195 | $8,954+13.9% | $5,481+86.0% | $10,133+0.6% |