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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 | $29,393 | $104,953-72.0% | $84,637-65.3% | $152,909-80.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.42% | 373.94%-351.5pp | 258.82%-236.4pp | 345.46%-323.0pp |
| Employer contribution / active EE | $4,134 | $3,304+25.1% | $2,653+55.8% | $4,764-13.2% |
| Participant deferral / active EE | $5,412 | $4,691+15.4% | $3,900+38.8% | $5,851-7.5% |
| Admin fee / account holder | $1,907 | $6,244-69.5% | $4,914-61.2% | $11,601-83.6% |