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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 | $42,189 | $98,776-57.3% | $149,745-71.8% | $79,856-47.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.63% | 27.38%-9.7pp | 276.72%-259.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,542 | $3,217+10.1% | $4,646-23.7% | $2,471+43.3% |
| Participant deferral / active EE | $4,383 | $5,681-22.9% | $6,843-35.9% | $3,741+17.2% |
| Admin fee / account holder | $2,190 | $6,053-63.8% | $9,312-76.5% | $5,306-58.7% |