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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 | $44,014 | $102,382-57.0% | $147,005-70.1% | $80,874-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.61% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $5,189 | $3,715+39.7% | $4,934+5.2% | $2,756+88.3% |
| Participant deferral / active EE | $7,575 | $6,646+14.0% | $8,070-6.1% | $4,297+76.3% |
| Admin fee / account holder | $4,697 | $7,942-40.9% | $13,006-63.9% | $6,935-32.3% |