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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 | $31,107 | $162,529-80.9% | $130,788-76.2% | $154,746-79.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.10% | 510.48%-495.4pp | 386.44%-371.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,241 | $4,447-49.6% | $3,558-37.0% | $4,379-48.8% |
| Participant deferral / active EE | $16,479 | $4,808+242.7% | $4,137+298.3% | $6,730+144.8% |
| Admin fee / account holder | $9,614 | $7,669+25.4% | $6,673+44.1% | $14,365-33.1% |