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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 | $38,787 | $112,915-65.6% | $90,965-57.4% | $158,950-75.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 32.21% | 215.75%-183.5pp | 134.57%-102.4pp | 302.91%-270.7pp |
| Employer contribution / active EE | $1,275 | $2,894-55.9% | $2,122-39.9% | $4,762-73.2% |
| Participant deferral / active EE | $3,471 | $4,128-15.9% | $3,373+2.9% | $5,983-42.0% |
| Admin fee / account holder | $11,942 | $8,044+48.5% | $5,960+100.4% | $11,248+6.2% |