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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 | $40,983 | $152,612-73.1% | $125,192-67.3% | $152,897-73.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.23% | 54.85%-37.6pp | 43.79%-26.6pp | 345.43%-328.2pp |
| Employer contribution / active EE | $2,348 | $4,947-52.5% | $3,866-39.3% | $4,764-50.7% |
| Participant deferral / active EE | $9,670 | $5,868+64.8% | $4,937+95.9% | $5,851+65.3% |
| Admin fee / account holder | $4,120 | $13,437-69.3% | $9,704-57.5% | $11,599-64.5% |