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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 | $53,102 | $102,638-48.3% | $81,982-35.2% | $158,982-66.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.97% | 61.05%-43.1pp | 41.31%-23.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,673 | $3,241-17.5% | $2,498+7.0% | $4,763-43.9% |
| Participant deferral / active EE | $5,805 | $4,649+24.9% | $3,722+56.0% | $5,983-3.0% |
| Admin fee / account holder | $3,913 | $8,237-52.5% | $5,665-30.9% | $11,252-65.2% |