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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 | $52,949 | $98,776-46.4% | $149,745-64.6% | $79,856-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 47.63% | 27.38%+20.3pp | 276.72%-229.1pp | 31.71%+15.9pp |
| Employer contribution / active EE | $3,343 | $3,217+3.9% | $4,646-28.0% | $2,471+35.3% |
| Participant deferral / active EE | $7,516 | $5,681+32.3% | $6,843+9.8% | $3,741+100.9% |
| Admin fee / account holder | $1,283 | $6,053-78.8% | $9,312-86.2% | $5,306-75.8% |