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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 | $48,825 | $99,079-50.7% | $78,002-37.4% | $273,972-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.58% | 217.93%-213.3pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,742 | $3,308-47.3% | $2,470-29.5% | $4,869-64.2% |
| Participant deferral / active EE | $5,720 | $4,306+32.8% | $3,497+63.6% | $5,287+8.2% |
| Admin fee / account holder | $341 | $8,954-96.2% | $5,481-93.8% | $10,133-96.6% |