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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 | $42,761 | $152,612-72.0% | $125,192-65.8% | $152,897-72.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.38% | 54.85%-35.5pp | 43.79%-24.4pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,789 | $4,947-43.6% | $3,866-27.8% | $4,764-41.4% |
| Participant deferral / active EE | $7,033 | $5,868+19.8% | $4,937+42.4% | $5,851+20.2% |
| Admin fee / account holder | $1,326 | $13,437-90.1% | $9,704-86.3% | $11,599-88.6% |