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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 | $42,948 | $118,869-63.9% | $96,575-55.5% | $167,518-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.21% | 50.49%-38.3pp | 37.79%-25.6pp | 478.71%-466.5pp |
| Employer contribution / active EE | $6,479 | $3,120+107.6% | $2,357+174.9% | $4,838+33.9% |
| Participant deferral / active EE | $5,061 | $4,616+9.6% | $3,849+31.5% | $6,342-20.2% |
| Admin fee / account holder | $1,938 | $8,067-76.0% | $6,182-68.7% | $12,312-84.3% |