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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 | $29,448 | $132,634-77.8% | $115,768-74.6% | $137,256-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.21% | 160.70%-140.5pp | 100.46%-80.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,154 | $3,360+23.6% | $2,940+41.3% | $4,1560% |
| Participant deferral / active EE | $6,324 | $5,619+12.6% | $4,917+28.6% | $6,407-1.3% |
| Admin fee / account holder | $3,281 | $15,028-78.2% | $12,439-73.6% | $12,270-73.3% |