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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 | $44,560 | $102,638-56.6% | $81,982-45.6% | $158,982-72.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.91% | 61.05%-47.1pp | 41.31%-27.4pp | 302.99%-289.1pp |
| Employer contribution / active EE | $3,503 | $3,241+8.1% | $2,498+40.2% | $4,763-26.5% |
| Participant deferral / active EE | $9,970 | $4,649+114.4% | $3,722+167.8% | $5,983+66.6% |
| Admin fee / account holder | $7,595 | $8,237-7.8% | $5,665+34.1% | $11,252-32.5% |