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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 | $49,368 | $72,071-31.5% | $68,368-27.8% | $137,256-64.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.37% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,048 | $2,788-62.4% | $2,649-60.4% | $4,156-74.8% |
| Participant deferral / active EE | $872 | $4,410-80.2% | $4,123-78.8% | $6,407-86.4% |
| Admin fee / account holder | $3,332 | $5,336-37.5% | $5,150-35.3% | $12,270-72.8% |