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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 | $29,344 | $124,330-76.4% | $109,173-73.1% | $167,536-82.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.47% | 26.04%-4.6pp | 25.75%-4.3pp | 478.82%-457.4pp |
| Employer contribution / active EE | $6,909 | $4,209+64.2% | $3,723+85.6% | $4,839+42.8% |
| Participant deferral / active EE | $12,779 | $5,256+143.1% | $4,654+174.6% | $6,342+101.5% |
| Admin fee / account holder | $3,956 | $7,974-50.4% | $6,755-41.4% | $12,315-67.9% |