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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 | $40,793 | $176,402-76.9% | $134,162-69.6% | $158,982-74.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.44% | 63.66%-52.2pp | 36.35%-24.9pp | 302.99%-291.6pp |
| Employer contribution / active EE | $11,953 | $5,042+137.1% | $3,705+222.6% | $4,763+151.0% |
| Participant deferral / active EE | $8,994 | $4,093+119.8% | $3,500+157.0% | $5,983+50.3% |
| Admin fee / account holder | $4,764 | $8,719-45.4% | $6,685-28.7% | $11,252-57.7% |