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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 | $38,382 | $112,112-65.8% | $95,956-60.0% | $158,950-75.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.76% | 171.15%-163.4pp | 91.63%-83.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $2,811 | $3,199-12.1% | $2,541+10.6% | $4,762-41.0% |
| Participant deferral / active EE | $6,465 | $4,784+35.1% | $4,167+55.2% | $5,983+8.1% |
| Admin fee / account holder | $42,726 | $10,134+321.6% | $6,797+528.6% | $11,248+279.8% |