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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 | $47,967 | $23,330+105.6% | $64,489-25.6% | $82,448-41.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 17.15% | 83.66%-66.5pp | 55.03%-37.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,843 | $824+366.2% | $1,523+152.3% | $2,551+50.7% |
| Participant deferral / active EE | $8,091 | $1,707+373.9% | $2,778+191.2% | $4,139+95.5% |
| Admin fee / account holder | $8,741 | $2,946+196.7% | $4,260+105.2% | $7,234+20.8% |