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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 | $49,905 | $104,937-52.4% | $84,628-41.0% | $152,897-67.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.61% | 373.88%-354.3pp | 258.80%-239.2pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,142 | $3,303-4.9% | $2,653+18.4% | $4,764-34.0% |
| Participant deferral / active EE | $11,740 | $4,690+150.3% | $3,900+201.0% | $5,851+100.6% |
| Admin fee / account holder | $4,365 | $6,243-30.1% | $4,914-11.2% | $11,599-62.4% |