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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 | $36,859 | $51,638-28.6% | $68,368-46.1% | $82,448-55.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.84% | 37.53%-21.7pp | 292.57%-276.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,308 | $2,047+110.5% | $2,649+62.6% | $2,551+68.9% |
| Participant deferral / active EE | $4,566 | $2,914+56.7% | $4,123+10.7% | $4,139+10.3% |
| Admin fee / account holder | $9,959 | $4,643+114.5% | $5,150+93.4% | $7,234+37.7% |