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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 | $25,148 | $115,814-78.3% | $101,275-75.2% | $158,982-84.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.23% | 56.16%-34.9pp | 46.48%-25.3pp | 302.99%-281.8pp |
| Employer contribution / active EE | $7,260 | $4,176+73.9% | $3,660+98.3% | $4,763+52.4% |
| Participant deferral / active EE | $5,117 | $4,958+3.2% | $4,371+17.1% | $5,983-14.5% |
| Admin fee / account holder | $839 | $7,249-88.4% | $5,948-85.9% | $11,252-92.5% |