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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 | $42,759 | $226,135-81.1% | $182,558-76.6% | $152,909-72.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.27% | 192.60%-168.3pp | 148.59%-124.3pp | 345.46%-321.2pp |
| Employer contribution / active EE | $3,829 | $4,979-23.1% | $4,076-6.1% | $4,764-19.6% |
| Participant deferral / active EE | $3,310 | $6,371-48.0% | $5,526-40.1% | $5,851-43.4% |
| Admin fee / account holder | $4,057 | $10,707-62.1% | $8,594-52.8% | $11,601-65.0% |