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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 | $40,029 | $112,935-64.6% | $90,970-56.0% | $158,966-74.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.41% | 215.79%-205.4pp | 134.58%-124.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $2,123 | $2,895-26.7% | $2,1220% | $4,762-55.4% |
| Participant deferral / active EE | $14,635 | $4,129+254.5% | $3,373+333.8% | $5,983+144.6% |
| Admin fee / account holder | $26,397 | $8,045+228.1% | $5,960+342.9% | $11,250+134.6% |