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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 | $35,049 | $115,796-69.7% | $101,264-65.4% | $158,950-78.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.16% | 56.15%-41.0pp | 46.48%-31.3pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,114 | $4,175-73.3% | $3,660-69.6% | $4,762-76.6% |
| Participant deferral / active EE | $13,186 | $4,958+166.0% | $4,370+201.7% | $5,983+120.4% |
| Admin fee / account holder | $307 | $7,247-95.8% | $5,947-94.8% | $11,248-97.3% |