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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 | $42,341 | $56,060-24.5% | $76,002-44.3% | $80,874-47.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.72% | 20.54%-5.8pp | 360.07%-345.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,900 | $1,873+214.9% | $2,688+119.5% | $2,756+114.1% |
| Participant deferral / active EE | $4,198 | $3,051+37.6% | $4,257-1.4% | $4,297-2.3% |
| Admin fee / account holder | $2,224 | $5,237-57.5% | $6,414-65.3% | $6,935-67.9% |