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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 | $150,197-76.2% | $120,368-70.3% | $145,959-75.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.34% | 154.26%-136.9pp | 107.26%-89.9pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,598 | $4,350-40.3% | $3,465-25.0% | $4,661-44.3% |
| Participant deferral / active EE | $7,439 | $6,174+20.5% | $4,991+49.0% | $6,689+11.2% |
| Admin fee / account holder | $4,130 | $12,216-66.2% | $9,429-56.2% | $13,398-69.2% |