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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 | $43,538 | $98,766-55.9% | $149,730-70.9% | $79,852-45.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 38.92% | 27.43%+11.5pp | 276.70%-237.8pp | 31.72%+7.2pp |
| Employer contribution / active EE | $7,721 | $3,217+140.0% | $4,645+66.2% | $2,471+212.5% |
| Participant deferral / active EE | $7,904 | $5,681+39.1% | $6,843+15.5% | $3,740+111.3% |
| Admin fee / account holder | $2,063 | $6,052-65.9% | $9,310-77.8% | $5,306-61.1% |