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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 | $41,157 | $52,961-22.3% | $172,752-76.2% | $65,185-36.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 29.32% | 30.12%-0.8pp | 802.97%-773.7pp | 29.38%-0.1pp |
| Employer contribution / active EE | $6,054 | $2,190+176.4% | $5,144+17.7% | $2,177+178.1% |
| Participant deferral / active EE | $3,909 | $2,471+58.2% | $5,198-24.8% | $3,514+11.2% |
| Admin fee / account holder | $3,019 | $472+539.7% | $13,955-78.4% | $847+256.4% |