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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 | $26,254 | $106,923-75.4% | $84,023-68.8% | $152,909-82.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.92% | 105.02%-92.1pp | 71.32%-58.4pp | 345.46%-332.5pp |
| Employer contribution / active EE | $5,112 | $2,735+86.9% | $1,984+157.7% | $4,764+7.3% |
| Participant deferral / active EE | $4,112 | $4,013+2.5% | $3,239+26.9% | $5,851-29.7% |
| Admin fee / account holder | $3,878 | $8,289-53.2% | $6,102-36.5% | $11,601-66.6% |