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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 | $30,025 | $72,071-58.3% | $68,368-56.1% | $137,256-78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.47% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,289 | $2,788+18.0% | $2,649+24.2% | $4,156-20.9% |
| Participant deferral / active EE | $5,777 | $4,410+31.0% | $4,123+40.1% | $6,407-9.8% |
| Admin fee / account holder | $2,029 | $5,336-62.0% | $5,150-60.6% | $12,270-83.5% |