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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 | $33,227 | $81,643-59.3% | $70,462-52.8% | $158,950-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.67% | 208.51%-194.8pp | 109.08%-95.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,135 | $3,218-33.7% | $2,737-22.0% | $4,762-55.2% |
| Participant deferral / active EE | $7,509 | $4,555+64.9% | $3,710+102.4% | $5,983+25.5% |
| Admin fee / account holder | $904 | $6,194-85.4% | $3,845-76.5% | $11,248-92.0% |