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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 | $111,830-64.1% | $93,696-57.2% | $145,884-72.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.35% | 204.08%-186.7pp | 133.74%-116.4pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,964 | $3,093+28.1% | $2,422+63.7% | $4,662-15.0% |
| Participant deferral / active EE | $1,828 | $4,920-62.9% | $4,417-58.6% | $6,690-72.7% |
| Admin fee / account holder | $12,102 | $10,249+18.1% | $8,287+46.0% | $13,392-9.6% |