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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 | $41,643 | $112,933-63.1% | $90,970-54.2% | $158,982-73.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.26% | 215.82%-197.6pp | 134.60%-116.3pp | 302.99%-284.7pp |
| Employer contribution / active EE | $5,266 | $2,893+82.0% | $2,122+148.2% | $4,763+10.6% |
| Participant deferral / active EE | $7,732 | $4,128+87.3% | $3,373+129.2% | $5,983+29.2% |
| Admin fee / account holder | $4,300 | $8,047-46.6% | $5,961-27.9% | $11,252-61.8% |