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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 | $36,411 | $105,200-65.4% | $159,474-77.2% | $85,847-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.16% | 45.08%-26.9pp | 263.68%-245.5pp | 318.61%-300.4pp |
| Employer contribution / active EE | $4,505 | $3,319+35.7% | $4,831-6.7% | $2,565+75.6% |
| Participant deferral / active EE | $5,093 | $5,946-14.3% | $7,353-30.7% | $3,952+28.9% |
| Admin fee / account holder | $9,355 | $6,934+34.9% | $10,802-13.4% | $6,261+49.4% |