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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 | $40,198 | $115,814-65.3% | $101,275-60.3% | $158,982-74.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.08% | 56.16%-40.1pp | 46.48%-30.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $8,698 | $4,176+108.3% | $3,660+137.7% | $4,763+82.6% |
| Participant deferral / active EE | $1,426 | $4,958-71.2% | $4,371-67.4% | $5,983-76.2% |
| Admin fee / account holder | $2,354 | $7,249-67.5% | $5,948-60.4% | $11,252-79.1% |