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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 | $35,600 | $107,030-66.7% | $73,550-51.6% | $147,586-75.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 19.39% | 38.25%-18.9pp | -15.16%+34.6pp | 578.59%-559.2pp |
| Employer contribution / active EE | $3,230 | $1,760+83.4% | $1,219+164.9% | $4,876-33.8% |
| Participant deferral / active EE | $2,974 | $2,458+21.0% | $1,804+64.9% | $5,439-45.3% |
| Admin fee / account holder | $11,243 | $3,055+268.0% | $2,320+384.7% | $10,886+3.3% |