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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 | $36,881 | $176,402-79.1% | $134,162-72.5% | $158,982-76.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.17% | 63.66%-51.5pp | 36.35%-24.2pp | 302.99%-290.8pp |
| Employer contribution / active EE | $7,671 | $5,042+52.1% | $3,705+107.0% | $4,763+61.1% |
| Participant deferral / active EE | $6,382 | $4,093+55.9% | $3,500+82.4% | $5,983+6.7% |
| Admin fee / account holder | $12,367 | $8,719+41.8% | $6,685+85.0% | $11,252+9.9% |