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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 | $42,489 | $81,664-48.0% | $70,476-39.7% | $158,966-73.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.55% | 208.59%-191.0pp | 109.12%-91.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $3,148 | $3,219-2.2% | $2,738+15.0% | $4,762-33.9% |
| Participant deferral / active EE | $3,327 | $4,556-27.0% | $3,710-10.3% | $5,983-44.4% |
| Admin fee / account holder | $6,689 | $6,197+7.9% | $3,847+73.9% | $11,250-40.5% |