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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 | $40,102 | $111,878-64.2% | $93,727-57.2% | $145,897-72.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.35% | 204.28%-186.9pp | 133.83%-116.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,964 | $3,092+28.2% | $2,421+63.7% | $4,663-15.0% |
| Participant deferral / active EE | $1,828 | $4,920-62.9% | $4,417-58.6% | $6,689-72.7% |
| Admin fee / account holder | $12,102 | $10,256+18.0% | $8,292+46.0% | $13,390-9.6% |