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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 | $42,063 | $111,878-62.4% | $93,727-55.1% | $145,897-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.39% | 204.28%-192.9pp | 133.83%-122.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,491 | $3,092+12.9% | $2,421+44.2% | $4,663-25.1% |
| Participant deferral / active EE | $8,685 | $4,920+76.5% | $4,417+96.6% | $6,689+29.8% |
| Admin fee / account holder | $18,930 | $10,256+84.6% | $8,292+128.3% | $13,390+41.4% |