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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 | $34,455 | $115,796-70.2% | $101,264-66.0% | $158,950-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.11% | 56.15%-43.0pp | 46.48%-33.4pp | 302.91%-289.8pp |
| Employer contribution / active EE | $10,201 | $4,175+144.3% | $3,660+178.7% | $4,762+114.2% |
| Participant deferral / active EE | $6,810 | $4,958+37.4% | $4,370+55.8% | $5,983+13.8% |
| Admin fee / account holder | $1,412 | $7,247-80.5% | $5,947-76.3% | $11,248-87.4% |