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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 | $26,720 | $118,708-77.5% | $98,920-73.0% | $158,982-83.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.93% | 372.49%-356.6pp | 196.47%-180.5pp | 302.99%-287.1pp |
| Employer contribution / active EE | $4,030 | $3,334+20.9% | $2,689+49.9% | $4,763-15.4% |
| Participant deferral / active EE | $11,762 | $5,089+131.1% | $4,245+177.1% | $5,983+96.6% |
| Admin fee / account holder | $7,337 | $10,134-27.6% | $6,643+10.5% | $11,252-34.8% |