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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 | $49,260 | $115,814-57.5% | $101,275-51.4% | $158,982-69.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.14% | 56.16%-34.0pp | 46.48%-24.3pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,948 | $4,176-53.4% | $3,660-46.8% | $4,763-59.1% |
| Participant deferral / active EE | $4,705 | $4,958-5.1% | $4,371+7.6% | $5,983-21.4% |
| Admin fee / account holder | $1,996 | $7,249-72.5% | $5,948-66.4% | $11,252-82.3% |