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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 | $34,937 | $156,616-77.7% | $133,346-73.8% | $198,609-82.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.48% | 44.25%-29.8pp | 36.85%-22.4pp | 202.70%-188.2pp |
| Employer contribution / active EE | $8,612 | $3,368+155.7% | $2,853+201.8% | $5,055+70.3% |
| Participant deferral / active EE | $2,609 | $4,920-47.0% | $4,332-39.8% | $6,977-62.6% |
| Admin fee / account holder | $16,435 | $17,468-5.9% | $14,264+15.2% | $19,030-13.6% |