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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 | $30,026 | $112,935-73.4% | $90,970-67.0% | $158,966-81.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.49% | 215.79%-202.3pp | 134.58%-121.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $788 | $2,895-72.8% | $2,122-62.9% | $4,762-83.5% |
| Participant deferral / active EE | $19,500 | $4,129+372.3% | $3,373+478.1% | $5,983+225.9% |
| Admin fee / account holder | $6,004 | $8,045-25.4% | $5,960+0.7% | $11,250-46.6% |