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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 | $25,810 | $157,829-83.6% | $136,867-81.1% | $198,609-87.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.87% | 51.25%-37.4pp | 42.97%-29.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,768 | $3,923-29.4% | $3,547-22.0% | $5,055-45.2% |
| Participant deferral / active EE | $7,152 | $5,463+30.9% | $4,924+45.2% | $6,977+2.5% |
| Admin fee / account holder | $30,141 | $11,107+171.4% | $10,340+191.5% | $19,030+58.4% |