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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 | $40,858 | $55,930-26.9% | $76,089-46.3% | $80,925-49.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 19.45% | 20.58%-1.1pp | 360.94%-341.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $3,362 | $1,866+80.1% | $2,690+25.0% | $2,756+22.0% |
| Participant deferral / active EE | $1,453 | $3,051-52.4% | $4,259-65.9% | $4,299-66.2% |
| Admin fee / account holder | $11,699 | $5,241+123.2% | $6,418+82.3% | $6,940+68.6% |