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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 | $35,265 | $49,896-29.3% | $80,627-56.3% | $75,173-53.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.01% | 34.67%-16.7pp | 936.76%-918.8pp | 160.72%-142.7pp |
| Employer contribution / active EE | $3,671 | $1,699+116.1% | $2,723+34.8% | $2,671+37.5% |
| Participant deferral / active EE | $7,301 | $2,992+144.1% | $4,443+64.3% | $4,126+76.9% |
| Admin fee / account holder | $3,144 | $3,578-12.1% | $5,381-41.6% | $5,651-44.4% |