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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 | $36,239 | $124,346-70.9% | $111,308-67.4% | $167,536-78.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.17% | 37.45%-23.3pp | 54.67%-40.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $4,114 | $3,437+19.7% | $2,732+50.6% | $4,839-15.0% |
| Participant deferral / active EE | $2,221 | $5,182-57.1% | $4,487-50.5% | $6,342-65.0% |
| Admin fee / account holder | $348 | $10,621-96.7% | $7,965-95.6% | $12,315-97.2% |