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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 | $21,097 | $112,935-81.3% | $90,970-76.8% | $158,966-86.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.95% | 215.79%-201.8pp | 134.58%-120.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $4,616 | $2,895+59.5% | $2,122+117.5% | $4,762-3.1% |
| Participant deferral / active EE | $8,999 | $4,129+117.9% | $3,373+166.8% | $5,983+50.4% |
| Admin fee / account holder | $5,824 | $8,045-27.6% | $5,960-2.3% | $11,250-48.2% |