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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 | $29,303 | $115,796-74.7% | $101,264-71.1% | $158,950-81.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.77% | 56.15%-45.4pp | 46.48%-35.7pp | 302.91%-292.1pp |
| Employer contribution / active EE | $4,221 | $4,175+1.1% | $3,660+15.3% | $4,762-11.4% |
| Participant deferral / active EE | $4,150 | $4,958-16.3% | $4,370-5.1% | $5,983-30.6% |
| Admin fee / account holder | $2,676 | $7,247-63.1% | $5,947-55.0% | $11,248-76.2% |