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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 | $53,063+6.3% | $124,206-54.6% | $82,637-31.8% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.48% | 68.87%-51.4pp | 515.27%-497.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,080 | $1,530+35.9% | $3,540-41.2% | $2,552-18.5% |
| Participant deferral / active EE | $2,452 | $2,644-7.3% | $3,968-38.2% | $4,126-40.6% |
| Admin fee / account holder | $2,513 | $4,281-41.3% | $5,929-57.6% | $7,339-65.8% |