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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 | $28,487 | $107,941-73.6% | $91,994-69.0% | $152,909-81.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.66% | 89.28%-73.6pp | 69.04%-53.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $12,399 | $4,212+194.4% | $3,453+259.1% | $4,764+160.3% |
| Participant deferral / active EE | $6,250 | $6,366-1.8% | $5,924+5.5% | $5,851+6.8% |
| Admin fee / account holder | $2,146 | $10,521-79.6% | $7,744-72.3% | $11,601-81.5% |