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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 | $39,040 | $232,540-83.2% | $185,117-78.9% | $147,586-73.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.25% | 43.03%-28.8pp | 40.50%-26.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,708 | $5,195-47.9% | $4,182-35.2% | $4,876-44.5% |
| Participant deferral / active EE | $4,575 | $5,834-21.6% | $5,045-9.3% | $5,439-15.9% |
| Admin fee / account holder | $557 | $10,275-94.6% | $8,159-93.2% | $10,886-94.9% |