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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 | $42,635 | $115,810-63.2% | $101,271-57.9% | $158,966-73.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.98% | 56.15%-39.2pp | 46.48%-29.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $3,344 | $4,175-19.9% | $3,660-8.6% | $4,762-29.8% |
| Participant deferral / active EE | $4,620 | $4,958-6.8% | $4,371+5.7% | $5,983-22.8% |
| Admin fee / account holder | $1,248 | $7,248-82.8% | $5,948-79.0% | $11,250-88.9% |