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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 | $44,534 | $98,776-54.9% | $149,745-70.3% | $79,856-44.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.48% | 27.38%-7.9pp | 276.72%-257.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,159 | $3,217+91.4% | $4,646+32.6% | $2,471+149.2% |
| Participant deferral / active EE | $4,847 | $5,681-14.7% | $6,843-29.2% | $3,741+29.6% |
| Admin fee / account holder | $1,254 | $6,053-79.3% | $9,312-86.5% | $5,306-76.4% |