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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 | $31,558 | $107,941-70.8% | $91,994-65.7% | $152,909-79.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 41.24% | 89.28%-48.0pp | 69.04%-27.8pp | 345.46%-304.2pp |
| Employer contribution / active EE | $2,139 | $4,212-49.2% | $3,453-38.1% | $4,764-55.1% |
| Participant deferral / active EE | $5,731 | $6,366-10.0% | $5,924-3.2% | $5,851-2.1% |
| Admin fee / account holder | $787 | $10,521-92.5% | $7,744-89.8% | $11,601-93.2% |