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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 | $46,058 | $29,051+58.5% | $52,425-12.1% | $67,986-32.3% |
| Participation rate | 100.0% | 30.4%+69.6pp | 55.6%+44.4pp | 57.2%+42.8pp |
| Annual return | 21.40% | 24.00%-2.6pp | 302.12%-280.7pp | 31.67%-10.3pp |
| Employer contribution / active EE | $3,435 | $412+734.1% | $914+275.7% | $2,019+70.2% |
| Participant deferral / active EE | $7,081 | $873+711.0% | $1,790+295.5% | $3,358+110.9% |
| Admin fee / account holder | $6,958 | $2,113+229.3% | $2,495+178.9% | $3,203+117.2% |