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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 | $39,061 | $77,416-49.5% | $69,464-43.8% | $152,897-74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.60% | 39.08%-25.5pp | 28.98%-15.4pp | 345.43%-331.8pp |
| Employer contribution / active EE | $1,972 | $3,315-40.5% | $2,779-29.1% | $4,764-58.6% |
| Participant deferral / active EE | $3,175 | $4,413-28.1% | $3,536-10.2% | $5,851-45.7% |
| Admin fee / account holder | $22,858 | $6,208+268.2% | $3,840+495.2% | $11,599+97.1% |