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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 | $50,478 | $102,393-50.7% | $147,041-65.7% | $80,911-37.6% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.6%+6.5pp |
| Annual return | 13.91% | 134.95%-121.0pp | 419.21%-405.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $5,171 | $3,715+39.2% | $4,935+4.8% | $2,756+87.6% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,434 | $7,943-81.9% | $13,006-89.0% | $6,935-79.3% |