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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 | $32,693 | $98,766-66.9% | $149,730-78.2% | $79,852-59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.70%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $9,238 | $3,217+187.2% | $4,645+98.9% | $2,471+273.8% |
| Participant deferral / active EE | $3,727 | $5,681-34.4% | $6,843-45.5% | $3,740-0.3% |
| Admin fee / account holder | $1,003 | $6,052-83.4% | $9,310-89.2% | $5,306-81.1% |