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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 | $104,924-72.0% | $84,623-65.3% | $152,885-80.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.42% | 373.82%-351.4pp | 258.77%-236.4pp | 345.39%-323.0pp |
| Employer contribution / active EE | $4,134 | $3,302+25.2% | $2,652+55.9% | $4,763-13.2% |
| Participant deferral / active EE | $5,412 | $4,689+15.4% | $3,899+38.8% | $5,851-7.5% |
| Admin fee / account holder | $1,907 | $6,242-69.5% | $4,913-61.2% | $11,598-83.6% |