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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 | $78,630 | $106,247-26.0% | $96,515-18.5% | $139,466-43.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.08% | 38.47%-18.4pp | 35.73%-15.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $3,932 | $4,106-4.2% | $3,740+5.1% | $4,754-17.3% |
| Participant deferral / active EE | $8,906 | $5,456+63.2% | $4,880+82.5% | $6,712+32.7% |
| Admin fee / account holder | $41,388 | $7,885+424.9% | $6,735+514.5% | $11,409+262.8% |