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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 | $44,005 | $102,382-57.0% | $147,005-70.1% | $80,874-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.37% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,951 | $3,715+6.4% | $4,934-19.9% | $2,756+43.4% |
| Participant deferral / active EE | $4,959 | $6,646-25.4% | $8,070-38.6% | $4,297+15.4% |
| Admin fee / account holder | $1,989 | $7,942-75.0% | $13,006-84.7% | $6,935-71.3% |