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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 | $22,237 | $115,814-80.8% | $101,275-78.0% | $158,982-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.47% | 56.16%-45.7pp | 46.48%-36.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,417 | $4,176-18.2% | $3,660-6.6% | $4,763-28.3% |
| Participant deferral / active EE | $6,865 | $4,958+38.5% | $4,371+57.1% | $5,983+14.7% |
| Admin fee / account holder | $8,508 | $7,249+17.4% | $5,948+43.0% | $11,252-24.4% |