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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 | $38,659 | $125,237-69.1% | $105,608-63.4% | $145,877-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.44% | 225.76%-212.3pp | 116.50%-103.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,764 | $3,720+54.9% | $3,167+82.0% | $4,663+23.6% |
| Participant deferral / active EE | $9,311 | $5,711+63.0% | $5,010+85.9% | $6,691+39.2% |
| Admin fee / account holder | $3,661 | $17,287-78.8% | $11,028-66.8% | $13,402-72.7% |