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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 | $31,609 | $108,911-71.0% | $100,392-68.5% | $145,884-78.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 58.23%-48.0pp | 49.45%-39.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,849 | $4,420-12.9% | $3,941-2.3% | $4,662-17.4% |
| Participant deferral / active EE | $6,603 | $8,459-21.9% | $8,090-18.4% | $6,690-1.3% |
| Admin fee / account holder | $12,260 | $9,698+26.4% | $7,904+55.1% | $13,392-8.5% |