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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 | $45,852 | $97,125-52.8% | $86,233-46.8% | $137,256-66.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.81% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,423 | $2,841+20.5% | $2,504+36.7% | $4,156-17.6% |
| Participant deferral / active EE | $5,431 | $5,180+4.9% | $4,559+19.1% | $6,407-15.2% |
| Admin fee / account holder | $32,308 | $9,725+232.2% | $8,342+287.3% | $12,270+163.3% |