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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 | $41,936 | $105,200-60.1% | $159,474-73.7% | $85,847-51.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.47% | 45.08%-28.6pp | 263.68%-247.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $2,875 | $3,319-13.4% | $4,831-40.5% | $2,565+12.1% |
| Participant deferral / active EE | $8,421 | $5,946+41.6% | $7,353+14.5% | $3,952+113.1% |
| Admin fee / account holder | $5,258 | $6,934-24.2% | $10,802-51.3% | $6,261-16.0% |