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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 | $38,417 | $77,920-50.7% | $149,723-74.3% | $75,177-48.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.66% | 31.72%-7.1pp | 134.50%-109.8pp | 160.75%-136.1pp |
| Employer contribution / active EE | $9,586 | $3,138+205.5% | $4,821+98.8% | $2,671+258.9% |
| Participant deferral / active EE | $2,642 | $3,411-22.6% | $5,682-53.5% | $4,126-36.0% |
| Admin fee / account holder | $301 | $5,951-94.9% | $13,215-97.7% | $5,651-94.7% |