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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 | $50,728 | $100,147-49.3% | $81,286-37.6% | $145,877-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 66.53% | 34.44%+32.1pp | 24.80%+41.7pp | 551.28%-484.8pp |
| Employer contribution / active EE | $4,167 | $2,977+40.0% | $2,463+69.2% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,079 | $8,201-62.5% | $5,764-46.6% | $13,402-77.0% |