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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 | $52,364 | $107,363-51.2% | $92,909-43.6% | $152,897-65.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.98% | 145.63%-130.6pp | 109.44%-94.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $1,905 | $4,222-54.9% | $3,653-47.9% | $4,764-60.0% |
| Participant deferral / active EE | $6,236 | $4,848+28.6% | $4,238+47.1% | $5,851+6.6% |
| Admin fee / account holder | $16,012 | $7,082+126.1% | $5,795+176.3% | $11,599+38.0% |