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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 | $149,040-79.1% | $120,225-74.1% | $137,256-77.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.10% | 605.68%-590.6pp | 439.23%-424.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,241 | $4,350-48.5% | $3,475-35.5% | $4,156-46.1% |
| Participant deferral / active EE | $16,479 | $4,655+254.0% | $3,999+312.1% | $6,407+157.2% |
| Admin fee / account holder | $9,614 | $6,348+51.5% | $5,696+68.8% | $12,270-21.7% |