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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 | $53,185 | $154,159-65.5% | $130,026-59.1% | $139,456-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 32.50%-20.2pp | -137.26%+149.5pp | 373.45%-361.2pp |
| Employer contribution / active EE | $6,750 | $5,292+27.6% | $4,321+56.2% | $4,753+42.0% |
| Participant deferral / active EE | $7,591 | $6,710+13.1% | $5,821+30.4% | $6,711+13.1% |
| Admin fee / account holder | $2,431 | $14,001-82.6% | $10,608-77.1% | $11,407-78.7% |