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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 | $42,780 | $102,385-58.2% | $147,080-70.9% | $80,935-47.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.90% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $3,596 | $3,717-3.2% | $4,933-27.1% | $2,757+30.4% |
| Participant deferral / active EE | $10,095 | $6,651+51.8% | $8,066+25.2% | $4,299+134.8% |
| Admin fee / account holder | $12,812 | $7,951+61.1% | $12,989-1.4% | $6,924+85.0% |