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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 | $72,071-43.1% | $68,368-40.1% | $137,256-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.25% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,414 | $2,788+22.5% | $2,649+28.9% | $4,156-17.8% |
| Participant deferral / active EE | $8,054 | $4,410+82.6% | $4,123+95.4% | $6,407+25.7% |
| Admin fee / account holder | $2,957 | $5,336-44.6% | $5,150-42.6% | $12,270-75.9% |