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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 | $35,705 | $150,412-76.3% | $120,574-70.4% | $145,884-75.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.34% | 154.50%-137.2pp | 107.42%-90.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,598 | $4,355-40.3% | $3,471-25.1% | $4,662-44.3% |
| Participant deferral / active EE | $7,439 | $6,175+20.5% | $4,996+48.9% | $6,690+11.2% |
| Admin fee / account holder | $4,130 | $12,224-66.2% | $9,445-56.3% | $13,392-69.2% |