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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 | $30,135 | $105,160-71.3% | $94,679-68.2% | $139,456-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 38.04%-21.2pp | 156.75%-139.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $3,690 | $4,107-10.2% | $3,673+0.5% | $4,753-22.4% |
| Participant deferral / active EE | $10,149 | $7,599+33.6% | $7,417+36.8% | $6,711+51.2% |
| Admin fee / account holder | $23,299 | $8,988+159.2% | $7,233+222.1% | $11,407+104.3% |