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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 | $37,987 | $77,416-50.9% | $69,464-45.3% | $152,897-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.21% | 39.08%-16.9pp | 28.98%-6.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,664 | $3,315-49.8% | $2,779-40.1% | $4,764-65.1% |
| Participant deferral / active EE | $1,840 | $4,413-58.3% | $3,536-48.0% | $5,851-68.6% |
| Admin fee / account holder | $7,157 | $6,208+15.3% | $3,840+86.4% | $11,599-38.3% |