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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 | $35,081 | $99,652-64.8% | $78,778-55.5% | $147,586-76.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.45% | 47.28%-32.8pp | 35.62%-21.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,814 | $2,796-35.1% | $1,986-8.6% | $4,876-62.8% |
| Participant deferral / active EE | $3,324 | $3,664-9.3% | $2,958+12.4% | $5,439-38.9% |
| Admin fee / account holder | $5,778 | $7,155-19.3% | $5,134+12.5% | $10,886-46.9% |