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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 | $37,022 | $50,554-26.8% | $67,681-45.3% | $87,485-57.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.37% | 17.81%-5.4pp | 590.58%-578.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,014 | $1,988+51.6% | $2,678+12.5% | $2,596+16.1% |
| Participant deferral / active EE | $4,032 | $2,961+36.2% | $3,976+1.4% | $4,274-5.7% |
| Admin fee / account holder | $3,332 | $4,132-19.4% | $6,100-45.4% | $7,775-57.1% |