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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 | $39,722 | $105,160-62.2% | $94,679-58.0% | $139,456-71.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 38.04%-22.9pp | 156.75%-141.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $6,846 | $4,107+66.7% | $3,673+86.4% | $4,753+44.0% |
| Participant deferral / active EE | $16,735 | $7,599+120.2% | $7,417+125.6% | $6,711+149.4% |
| Admin fee / account holder | $10,405 | $8,988+15.8% | $7,233+43.9% | $11,407-8.8% |