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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 | $111,785-62.4% | $93,669-55.1% | $145,877-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.39% | 203.79%-192.4pp | 133.59%-122.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,491 | $3,096+12.8% | $2,424+44.0% | $4,663-25.1% |
| Participant deferral / active EE | $8,685 | $4,919+76.6% | $4,416+96.7% | $6,691+29.8% |
| Admin fee / account holder | $18,930 | $10,256+84.6% | $8,291+128.3% | $13,402+41.2% |