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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 | $30,576 | $102,385-70.1% | $147,080-79.2% | $80,935-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.34% | 135.09%-109.8pp | 420.17%-394.8pp | 35.66%-10.3pp |
| Employer contribution / active EE | $4,522 | $3,717+21.7% | $4,933-8.3% | $2,757+64.1% |
| Participant deferral / active EE | $7,777 | $6,651+16.9% | $8,066-3.6% | $4,299+80.9% |
| Admin fee / account holder | $2,967 | $7,951-62.7% | $12,989-77.2% | $6,924-57.2% |