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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 | $56,385 | $52,353+7.7% | $120,225-53.1% | $82,448-31.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.48% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,080 | $1,510+37.8% | $3,475-40.1% | $2,551-18.5% |
| Participant deferral / active EE | $2,452 | $2,627-6.7% | $3,999-38.7% | $4,139-40.8% |
| Admin fee / account holder | $2,513 | $4,363-42.4% | $5,696-55.9% | $7,234-65.3% |