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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 | $28,905 | $96,630-70.1% | $86,605-66.6% | $139,427-79.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.14% | 106.48%-89.3pp | 591.39%-574.3pp | 373.27%-356.1pp |
| Employer contribution / active EE | $2,304 | $3,264-29.4% | $3,023-23.8% | $4,752-51.5% |
| Participant deferral / active EE | $5,301 | $4,836+9.6% | $4,438+19.5% | $6,711-21.0% |
| Admin fee / account holder | $4,999 | $6,405-21.9% | $5,611-10.9% | $11,404-56.2% |