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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 | $33,887 | $102,422-66.9% | $147,117-77.0% | $80,959-58.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.37% | 135.16%-112.8pp | 420.54%-398.2pp | 35.67%-13.3pp |
| Employer contribution / active EE | $3,573 | $3,717-3.9% | $4,932-27.6% | $2,757+29.6% |
| Participant deferral / active EE | $5,909 | $6,652-11.2% | $8,065-26.7% | $4,300+37.4% |
| Admin fee / account holder | $5,982 | $7,953-24.8% | $12,993-54.0% | $6,925-13.6% |