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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 | $24,581 | $115,814-78.8% | $101,275-75.7% | $158,982-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 39.87% | 56.16%-16.3pp | 46.48%-6.6pp | 302.99%-263.1pp |
| Employer contribution / active EE | $5,034 | $4,176+20.5% | $3,660+37.5% | $4,763+5.7% |
| Participant deferral / active EE | $9,148 | $4,958+84.5% | $4,371+109.3% | $5,983+52.9% |
| Admin fee / account holder | $3,286 | $7,249-54.7% | $5,948-44.8% | $11,252-70.8% |