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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 | $42,950 | $112,935-62.0% | $90,970-52.8% | $158,966-73.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 6.80% | 215.79%-209.0pp | 134.58%-127.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $3,000 | $2,895+3.6% | $2,122+41.3% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,392 | $8,045-82.7% | $5,960-76.7% | $11,250-87.6% |