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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 | $25,744 | $51,638-50.1% | $68,368-62.3% | $82,448-68.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 46.67% | 37.53%+9.1pp | 292.57%-245.9pp | 41.64%+5.0pp |
| Employer contribution / active EE | $2,283 | $2,047+11.6% | $2,649-13.8% | $2,551-10.5% |
| Participant deferral / active EE | $3,773 | $2,914+29.5% | $4,123-8.5% | $4,139-8.9% |
| Admin fee / account holder | $1,928 | $4,643-58.5% | $5,150-62.6% | $7,234-73.3% |