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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 | $41,681 | $125,237-66.7% | $105,608-60.5% | $145,877-71.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 225.76%-210.1pp | 116.50%-100.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,540 | $3,720-31.7% | $3,167-19.8% | $4,663-45.5% |
| Participant deferral / active EE | $6,971 | $5,711+22.1% | $5,010+39.1% | $6,691+4.2% |
| Admin fee / account holder | $3,427 | $17,287-80.2% | $11,028-68.9% | $13,402-74.4% |