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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 | $46,436 | $104,937-55.7% | $84,628-45.1% | $152,897-69.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.46% | 373.88%-349.4pp | 258.80%-234.3pp | 345.43%-321.0pp |
| Employer contribution / active EE | $5,066 | $3,303+53.4% | $2,653+91.0% | $4,764+6.4% |
| Participant deferral / active EE | $7,456 | $4,690+59.0% | $3,900+91.2% | $5,851+27.4% |
| Admin fee / account holder | $9,448 | $6,243+51.3% | $4,914+92.3% | $11,599-18.5% |