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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 | $31,324 | $70,366-55.5% | $66,674-53.0% | $138,895-77.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.02% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,819 | $2,765+38.1% | $2,620+45.8% | $4,194-8.9% |
| Participant deferral / active EE | $5,975 | $4,374+36.6% | $4,084+46.3% | $6,396-6.6% |
| Admin fee / account holder | $3,648 | $5,262-30.7% | $5,098-28.5% | $12,562-71.0% |