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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 | $31,046 | $105,145-70.5% | $94,664-67.2% | $139,466-77.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.61% | 38.09%-9.5pp | 156.84%-128.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $4,923 | $4,107+19.9% | $3,673+34.0% | $4,754+3.6% |
| Participant deferral / active EE | $7,140 | $7,599-6.0% | $7,417-3.7% | $6,712+6.4% |
| Admin fee / account holder | $1,875 | $8,972-79.1% | $7,222-74.0% | $11,409-83.6% |