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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 | $40,125 | $107,015-62.5% | $73,545-45.4% | $147,585-72.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 38.25%-20.9pp | -15.16%+32.5pp | 578.57%-561.3pp |
| Employer contribution / active EE | $3,025 | $1,760+71.9% | $1,219+148.2% | $4,876-38.0% |
| Participant deferral / active EE | $4,998 | $2,462+103.0% | $1,806+176.7% | $5,439-8.1% |
| Admin fee / account holder | $3,984 | $3,055+30.4% | $2,320+71.7% | $10,885-63.4% |