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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 | $48,159 | $58,258-17.3% | $81,820-41.1% | $80,925-40.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.50% | 41.76%-22.3pp | 777.93%-758.4pp | 35.65%-16.1pp |
| Employer contribution / active EE | $4,801 | $2,345+104.7% | $2,915+64.7% | $2,756+74.2% |
| Participant deferral / active EE | $11,314 | $3,284+244.6% | $4,323+161.7% | $4,299+163.2% |
| Admin fee / account holder | $4,397 | $4,976-11.6% | $7,391-40.5% | $6,940-36.6% |