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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 | $37,559 | $152,612-75.4% | $125,192-70.0% | $152,897-75.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.27% | 54.85%-37.6pp | 43.79%-26.5pp | 345.43%-328.2pp |
| Employer contribution / active EE | $9,350 | $4,947+89.0% | $3,866+141.9% | $4,764+96.3% |
| Participant deferral / active EE | $3,492 | $5,868-40.5% | $4,937-29.3% | $5,851-40.3% |
| Admin fee / account holder | $3,941 | $13,437-70.7% | $9,704-59.4% | $11,599-66.0% |