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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 | $102,429-57.0% | $147,096-70.1% | $80,925-45.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.37% | 135.02%-122.7pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,951 | $3,716+6.3% | $4,936-20.0% | $2,756+43.3% |
| Participant deferral / active EE | $4,959 | $6,649-25.4% | $8,071-38.6% | $4,299+15.4% |
| Admin fee / account holder | $1,989 | $7,957-75.0% | $13,005-84.7% | $6,940-71.3% |