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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 | $47,968 | $70,121-31.6% | $63,803-24.8% | $138,895-65.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.19% | 946.48%-931.3pp | 543.72%-528.5pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,632 | $2,882-8.7% | $2,532+3.9% | $4,194-37.2% |
| Participant deferral / active EE | $4,606 | $4,535+1.6% | $3,843+19.9% | $6,396-28.0% |
| Admin fee / account holder | $688 | $6,738-89.8% | $5,196-86.8% | $12,562-94.5% |