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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 | $46,390 | $107,353-56.8% | $92,903-50.1% | $152,885-69.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.29% | 145.62%-125.3pp | 109.43%-89.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $3,145 | $4,222-25.5% | $3,653-13.9% | $4,763-34.0% |
| Participant deferral / active EE | $12,025 | $4,848+148.1% | $4,238+183.8% | $5,851+105.5% |
| Admin fee / account holder | $688 | $7,081-90.3% | $5,795-88.1% | $11,598-94.1% |