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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 | $48,149 | $102,385-53.0% | $147,080-67.3% | $80,935-40.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.92% | 135.09%-115.2pp | 420.17%-400.3pp | 35.66%-15.7pp |
| Employer contribution / active EE | $2,966 | $3,717-20.2% | $4,933-39.9% | $2,757+7.6% |
| Participant deferral / active EE | $6,529 | $6,651-1.8% | $8,066-19.1% | $4,299+51.9% |
| Admin fee / account holder | $4,054 | $7,951-49.0% | $12,989-68.8% | $6,924-41.5% |