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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 | $39,337 | $118,877-66.9% | $96,570-59.3% | $167,536-76.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.77% | 50.50%-40.7pp | 37.79%-28.0pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,584 | $3,121-17.2% | $2,357+9.6% | $4,839-46.6% |
| Participant deferral / active EE | $4,651 | $4,617+0.7% | $3,849+20.8% | $6,342-26.7% |
| Admin fee / account holder | $4,181 | $8,069-48.2% | $6,182-32.4% | $12,315-66.0% |