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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 | $40,974 | $157,829-74.0% | $136,867-70.1% | $198,609-79.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.25% | 51.25%-33.0pp | 42.97%-24.7pp | 202.70%-184.4pp |
| Employer contribution / active EE | $3,414 | $3,923-13.0% | $3,547-3.7% | $5,055-32.5% |
| Participant deferral / active EE | $8,054 | $5,463+47.4% | $4,924+63.6% | $6,977+15.4% |
| Admin fee / account holder | $2,957 | $11,107-73.4% | $10,340-71.4% | $19,030-84.5% |