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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 | $47,713 | $123,854-61.5% | $69,623-31.5% | $145,884-67.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.19% | 192.35%-181.2pp | 101.23%-90.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,720 | $2,673+76.6% | $1,709+176.2% | $4,662+1.2% |
| Participant deferral / active EE | $14,908 | $4,242+251.4% | $2,890+415.9% | $6,690+122.9% |
| Admin fee / account holder | $2,451 | $7,822-68.7% | $4,696-47.8% | $13,392-81.7% |