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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 | $48,946 | $100,203-51.2% | $85,240-42.6% | $145,897-66.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.51% | 84.28%-58.8pp | 66.75%-41.2pp | 552.29%-526.8pp |
| Employer contribution / active EE | $2,242 | $3,242-30.8% | $2,735-18.0% | $4,663-51.9% |
| Participant deferral / active EE | $8,480 | $5,299+60.1% | $4,527+87.3% | $6,689+26.8% |
| Admin fee / account holder | $4,645 | $7,265-36.1% | $6,165-24.7% | $13,390-65.3% |