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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 | $31,912 | $99,652-68.0% | $78,778-59.5% | $147,586-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 24.31% | 47.28%-23.0pp | 35.62%-11.3pp | 578.59%-554.3pp |
| Employer contribution / active EE | $9,650 | $2,796+245.2% | $1,986+386.0% | $4,876+97.9% |
| Participant deferral / active EE | $6,828 | $3,664+86.4% | $2,958+130.8% | $5,439+25.5% |
| Admin fee / account holder | $417 | $7,155-94.2% | $5,134-91.9% | $10,886-96.2% |