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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 | $37,366 | $142,430-73.8% | $115,170-67.6% | $152,897-75.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 19.04% | 41.48%-22.4pp | 35.60%-16.6pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,663 | $4,011-33.6% | $3,179-16.2% | $4,764-44.1% |
| Participant deferral / active EE | $2,694 | $5,165-47.8% | $4,169-35.4% | $5,851-54.0% |
| Admin fee / account holder | $1,395 | $8,464-83.5% | $7,089-80.3% | $11,599-88.0% |