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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 | $45,155 | $103,393-56.3% | $87,103-48.2% | $152,909-70.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.09% | 28.10%-7.0pp | 28.19%-7.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,684 | $3,221-47.7% | $2,521-33.2% | $4,764-64.7% |
| Participant deferral / active EE | $4,182 | $4,778-12.5% | $4,049+3.3% | $5,851-28.5% |
| Admin fee / account holder | $23,738 | $12,195+94.7% | $7,491+216.9% | $11,601+104.6% |