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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 | $44,518 | $105,200-57.7% | $159,474-72.1% | $85,847-48.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.85% | 45.08%-29.2pp | 263.68%-247.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $2,443 | $3,319-26.4% | $4,831-49.4% | $2,565-4.8% |
| Participant deferral / active EE | $4,731 | $5,946-20.4% | $7,353-35.7% | $3,952+19.7% |
| Admin fee / account holder | $11,152 | $6,934+60.8% | $10,802+3.2% | $6,261+78.1% |