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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 | $59,036 | $70,121-15.8% | $63,803-7.5% | $138,895-57.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.32% | 946.48%-935.2pp | 543.72%-532.4pp | 145.39%-134.1pp |
| Employer contribution / active EE | $3,542 | $2,882+22.9% | $2,532+39.9% | $4,194-15.6% |
| Participant deferral / active EE | $3,457 | $4,535-23.8% | $3,843-10.1% | $6,396-46.0% |
| Admin fee / account holder | $7,925 | $6,738+17.6% | $5,196+52.5% | $12,562-36.9% |