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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 | $38,320 | $107,941-64.5% | $91,994-58.3% | $152,909-74.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.32% | 89.28%-73.0pp | 69.04%-52.7pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,502 | $4,212-16.8% | $3,453+1.4% | $4,764-26.5% |
| Participant deferral / active EE | $3,816 | $6,366-40.1% | $5,924-35.6% | $5,851-34.8% |
| Admin fee / account holder | $5,309 | $10,521-49.5% | $7,744-31.4% | $11,601-54.2% |