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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 | $35,022 | $157,829-77.8% | $136,867-74.4% | $198,609-82.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.53% | 51.25%-38.7pp | 42.97%-30.4pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,407 | $3,923-38.6% | $3,547-32.1% | $5,055-52.4% |
| Participant deferral / active EE | $4,270 | $5,463-21.8% | $4,924-13.3% | $6,977-38.8% |
| Admin fee / account holder | $15,950 | $11,107+43.6% | $10,340+54.3% | $19,030-16.2% |