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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 | $38,397 | $81,664-53.0% | $70,476-45.5% | $158,966-75.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.19% | 208.59%-197.4pp | 109.12%-97.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $3,170 | $3,219-1.5% | $2,738+15.8% | $4,762-33.4% |
| Participant deferral / active EE | $4,479 | $4,556-1.7% | $3,710+20.7% | $5,983-25.1% |
| Admin fee / account holder | $2,799 | $6,197-54.8% | $3,847-27.2% | $11,250-75.1% |