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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 | $45,482 | $53,063-14.3% | $124,206-63.4% | $82,637-45.0% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.44% | 68.87%-53.4pp | 515.27%-499.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,278 | $1,530+48.9% | $3,540-35.6% | $2,552-10.7% |
| Participant deferral / active EE | $3,524 | $2,644+33.3% | $3,968-11.2% | $4,126-14.6% |
| Admin fee / account holder | $4,843 | $4,281+13.1% | $5,929-18.3% | $7,339-34.0% |