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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 | $28,878 | $112,915-74.4% | $90,965-68.3% | $158,950-81.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.77% | 215.75%-196.0pp | 134.57%-114.8pp | 302.91%-283.1pp |
| Employer contribution / active EE | $1,904 | $2,894-34.2% | $2,122-10.3% | $4,762-60.0% |
| Participant deferral / active EE | $4,300 | $4,128+4.2% | $3,373+27.5% | $5,983-28.1% |
| Admin fee / account holder | $4,785 | $8,044-40.5% | $5,960-19.7% | $11,248-57.5% |