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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 | $33,359 | $67,823-50.8% | $52,425-36.4% | $137,256-75.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.12% | 219.11%-199.0pp | 302.12%-282.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,662 | $1,163+42.9% | $914+81.8% | $4,156-60.0% |
| Participant deferral / active EE | $3,262 | $2,288+42.6% | $1,790+82.2% | $6,407-49.1% |
| Admin fee / account holder | $1,214 | $2,844-57.3% | $2,495-51.3% | $12,270-90.1% |