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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 | $47,438 | $232,540-79.6% | $185,117-74.4% | $147,586-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.93% | 43.03%-27.1pp | 40.50%-24.6pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,472 | $5,195-52.4% | $4,182-40.9% | $4,876-49.3% |
| Participant deferral / active EE | $3,535 | $5,834-39.4% | $5,045-29.9% | $5,439-35.0% |
| Admin fee / account holder | $14,647 | $10,275+42.5% | $8,159+79.5% | $10,886+34.5% |