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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 | $35,726 | $99,652-64.1% | $78,778-54.6% | $147,586-75.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.08% | 47.28%-21.2pp | 35.62%-9.5pp | 578.59%-552.5pp |
| Employer contribution / active EE | $1,630 | $2,796-41.7% | $1,986-17.9% | $4,876-66.6% |
| Participant deferral / active EE | $6,630 | $3,664+81.0% | $2,958+124.1% | $5,439+21.9% |
| Admin fee / account holder | $1,162 | $7,155-83.8% | $5,134-77.4% | $10,886-89.3% |