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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 | $44,835 | $115,796-61.3% | $101,264-55.7% | $158,950-71.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.47% | 56.15%-30.7pp | 46.48%-21.0pp | 302.91%-277.4pp |
| Employer contribution / active EE | $4,123 | $4,175-1.3% | $3,660+12.6% | $4,762-13.4% |
| Participant deferral / active EE | $10,669 | $4,958+115.2% | $4,370+144.1% | $5,983+78.3% |
| Admin fee / account holder | $2,312 | $7,247-68.1% | $5,947-61.1% | $11,248-79.5% |