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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 | $34,448 | $152,612-77.4% | $125,192-72.5% | $152,897-77.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.16% | 54.85%-33.7pp | 43.79%-22.6pp | 345.43%-324.3pp |
| Employer contribution / active EE | $2,045 | $4,947-58.7% | $3,866-47.1% | $4,764-57.1% |
| Participant deferral / active EE | $6,619 | $5,868+12.8% | $4,937+34.1% | $5,851+13.1% |
| Admin fee / account holder | $19,030 | $13,437+41.6% | $9,704+96.1% | $11,599+64.1% |