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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 | $42,356 | $48,337-12.4% | $67,560-37.3% | $80,959-47.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 18.97% | 18.26%+0.7pp | 3533.50%-3514.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $4,237 | $2,023+109.5% | $2,737+54.8% | $2,757+53.7% |
| Participant deferral / active EE | $8,921 | $2,928+204.7% | $4,004+122.8% | $4,300+107.5% |
| Admin fee / account holder | $1,241 | $3,695-66.4% | $3,994-68.9% | $6,925-82.1% |