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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 | $35,447 | $107,941-67.2% | $91,994-61.5% | $152,909-76.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.07% | 89.28%-70.2pp | 69.04%-50.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,855 | $4,212-32.2% | $3,453-17.3% | $4,764-40.1% |
| Participant deferral / active EE | $10,032 | $6,366+57.6% | $5,924+69.4% | $5,851+71.5% |
| Admin fee / account holder | $19,855 | $10,521+88.7% | $7,744+156.4% | $11,601+71.2% |