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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 | $47,037 | $106,923-56.0% | $84,023-44.0% | $152,909-69.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.09% | 105.02%-82.9pp | 71.32%-49.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $6,151 | $2,735+124.9% | $1,984+210.1% | $4,764+29.1% |
| Participant deferral / active EE | $2,546 | $4,013-36.6% | $3,239-21.4% | $5,851-56.5% |
| Admin fee / account holder | $3,484 | $8,289-58.0% | $6,102-42.9% | $11,601-70.0% |