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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 | $40,945 | $118,875-65.6% | $96,572-57.6% | $167,553-75.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.02% | 50.50%-35.5pp | 37.79%-22.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $5,024 | $3,121+61.0% | $2,357+113.1% | $4,840+3.8% |
| Participant deferral / active EE | $6,927 | $4,617+50.0% | $3,850+79.9% | $6,343+9.2% |
| Admin fee / account holder | $461 | $8,070-94.3% | $6,183-92.5% | $12,316-96.3% |