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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 | $70,366-41.8% | $66,674-38.5% | $138,895-70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.25% | 386.41%-368.2pp | 321.24%-303.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,414 | $2,765+23.5% | $2,620+30.3% | $4,194-18.6% |
| Participant deferral / active EE | $8,054 | $4,374+84.1% | $4,084+97.2% | $6,396+25.9% |
| Admin fee / account holder | $2,957 | $5,262-43.8% | $5,098-42.0% | $12,562-76.5% |