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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 | $53,098 | $81,696-35.0% | $70,494-24.7% | $158,982-66.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.55% | 208.70%-194.2pp | 109.16%-94.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $5,968 | $3,220+85.3% | $2,738+117.9% | $4,763+25.3% |
| Participant deferral / active EE | $2,362 | $4,558-48.2% | $3,711-36.3% | $5,983-60.5% |
| Admin fee / account holder | $449 | $6,200-92.8% | $3,848-88.3% | $11,252-96.0% |