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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 | $44,660 | $107,944-58.6% | $91,994-51.5% | $152,885-70.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.37% | 89.26%-65.9pp | 69.03%-45.7pp | 345.39%-322.0pp |
| Employer contribution / active EE | $4,106 | $4,210-2.5% | $3,452+18.9% | $4,763-13.8% |
| Participant deferral / active EE | $6,859 | $6,365+7.8% | $5,923+15.8% | $5,851+17.2% |
| Admin fee / account holder | $2,332 | $10,521-77.8% | $7,743-69.9% | $11,598-79.9% |