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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 | $42,113 | $85,766-50.9% | $136,298-69.1% | $70,126-39.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.09% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,443 | $2,966-17.6% | $4,696-48.0% | $2,343+4.3% |
| Participant deferral / active EE | $3,324 | $5,051-34.2% | $6,247-46.8% | $3,332-0.2% |
| Admin fee / account holder | $1,410 | $5,421-74.0% | $9,244-84.7% | $4,645-69.7% |