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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 | $37,962 | $81,696-53.5% | $70,494-46.1% | $158,982-76.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.24% | 208.70%-195.5pp | 109.16%-95.9pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,085 | $3,220-35.2% | $2,738-23.9% | $4,763-56.2% |
| Participant deferral / active EE | $8,537 | $4,558+87.3% | $3,711+130.1% | $5,983+42.7% |
| Admin fee / account holder | $8,872 | $6,200+43.1% | $3,848+130.6% | $11,252-21.1% |