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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 | $34,024 | $124,346-72.6% | $111,308-69.4% | $167,536-79.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.69% | 37.45%-27.8pp | 54.67%-45.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,410 | $3,437-0.8% | $2,732+24.8% | $4,839-29.5% |
| Participant deferral / active EE | $6,881 | $5,182+32.8% | $4,487+53.3% | $6,342+8.5% |
| Admin fee / account holder | $47,001 | $10,621+342.5% | $7,965+490.1% | $12,315+281.7% |