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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 | $50,867 | $77,416-34.3% | $69,464-26.8% | $152,897-66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.36% | 39.08%-31.7pp | 28.98%-21.6pp | 345.43%-338.1pp |
| Employer contribution / active EE | $18,437 | $3,315+456.2% | $2,779+563.4% | $4,764+287.0% |
| Participant deferral / active EE | $22,275 | $4,413+404.8% | $3,536+529.9% | $5,851+280.7% |
| Admin fee / account holder | $8,417 | $6,208+35.6% | $3,840+119.2% | $11,599-27.4% |