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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 | $20,340 | $99,995-79.7% | $85,063-76.1% | $145,978-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.71% | 83.99%-70.3pp | 66.54%-52.8pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,114 | $3,231+27.3% | $2,727+50.9% | $4,662-11.7% |
| Participant deferral / active EE | $5,179 | $5,295-2.2% | $4,523+14.5% | $6,690-22.6% |
| Admin fee / account holder | $1,954 | $7,255-73.1% | $6,155-68.3% | $13,400-85.4% |