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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 | $35,839 | $115,814-69.1% | $101,275-64.6% | $158,982-77.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.19% | 56.16%-35.0pp | 46.48%-25.3pp | 302.99%-281.8pp |
| Employer contribution / active EE | $2,555 | $4,176-38.8% | $3,660-30.2% | $4,763-46.4% |
| Participant deferral / active EE | $7,382 | $4,958+48.9% | $4,371+68.9% | $5,983+23.4% |
| Admin fee / account holder | $462 | $7,249-93.6% | $5,948-92.2% | $11,252-95.9% |