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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 | $35,102 | $69,248-49.3% | $64,101-45.2% | $139,466-74.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.57% | 45.95%-27.4pp | 33.72%-15.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,468 | $3,185-22.5% | $2,749-10.2% | $4,754-48.1% |
| Participant deferral / active EE | $2,468 | $4,682-47.3% | $3,881-36.4% | $6,712-63.2% |
| Admin fee / account holder | $8,748 | $4,247+106.0% | $3,070+184.9% | $11,409-23.3% |