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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 | $40,900 | $88,137-53.6% | $164,975-75.2% | $74,429-45.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.62% | 17.13%-2.5pp | 70.12%-55.5pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,154 | $2,597+21.4% | $4,343-27.4% | $2,625+20.1% |
| Participant deferral / active EE | $5,082 | $4,501+12.9% | $6,033-15.8% | $4,348+16.9% |
| Admin fee / account holder | $2,062 | $2,231-7.6% | $12,688-83.7% | $1,944+6.0% |