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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 | $34,765 | $115,810-70.0% | $101,271-65.7% | $158,966-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.46% | 56.15%-22.7pp | 46.48%-13.0pp | 302.95%-269.5pp |
| Employer contribution / active EE | $2,918 | $4,175-30.1% | $3,660-20.3% | $4,762-38.7% |
| Participant deferral / active EE | $13,761 | $4,958+177.5% | $4,371+214.8% | $5,983+130.0% |
| Admin fee / account holder | $412 | $7,248-94.3% | $5,948-93.1% | $11,250-96.3% |