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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 | $46,721 | $105,145-55.6% | $94,664-50.6% | $139,466-66.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.77% | 38.09%-16.3pp | 156.84%-135.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $3,508 | $4,107-14.6% | $3,673-4.5% | $4,754-26.2% |
| Participant deferral / active EE | $7,536 | $7,599-0.8% | $7,417+1.6% | $6,712+12.3% |
| Admin fee / account holder | $597 | $8,972-93.3% | $7,222-91.7% | $11,409-94.8% |