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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 | $27,760 | $72,071-61.5% | $68,368-59.4% | $137,256-79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.75% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,256 | $2,788-19.1% | $2,649-14.8% | $4,156-45.7% |
| Participant deferral / active EE | $4,816 | $4,410+9.2% | $4,123+16.8% | $6,407-24.8% |
| Admin fee / account holder | $4,037 | $5,336-24.3% | $5,150-21.6% | $12,270-67.1% |