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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 | $41,740 | $67,823-38.5% | $52,425-20.4% | $137,256-69.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.75% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,362 | $1,163+103.1% | $914+158.3% | $4,156-43.2% |
| Participant deferral / active EE | $4,718 | $2,288+106.2% | $1,790+163.5% | $6,407-26.4% |
| Admin fee / account holder | $2,535 | $2,844-10.9% | $2,495+1.6% | $12,270-79.3% |