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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 | $54,977 | $58,311-5.7% | $81,882-32.9% | $80,959-32.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.71% | 41.85%-30.1pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,260 | $2,347+38.9% | $2,916+11.8% | $2,757+18.2% |
| Participant deferral / active EE | $3,506 | $3,287+6.7% | $4,323-18.9% | $4,300-18.5% |
| Admin fee / account holder | $11,239 | $4,752+136.5% | $7,360+52.7% | $6,925+62.3% |