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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 | $47,434 | $156,616-69.7% | $133,346-64.4% | $198,609-76.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.60% | 44.25%-28.6pp | 36.85%-21.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $3,809 | $3,368+13.1% | $2,853+33.5% | $5,055-24.6% |
| Participant deferral / active EE | $8,624 | $4,920+75.3% | $4,332+99.1% | $6,977+23.6% |
| Admin fee / account holder | $34,758 | $17,468+99.0% | $14,264+143.7% | $19,030+82.6% |