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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 | $102,422-57.0% | $147,117-70.1% | $80,959-45.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.37% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,951 | $3,717+6.3% | $4,932-19.9% | $2,757+43.3% |
| Participant deferral / active EE | $4,959 | $6,652-25.5% | $8,065-38.5% | $4,300+15.3% |
| Admin fee / account holder | $1,989 | $7,953-75.0% | $12,993-84.7% | $6,925-71.3% |