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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 | $45,980 | $109,908-58.2% | $97,161-52.7% | $145,978-68.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.90% | 243.80%-232.9pp | 75.36%-64.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $2,536 | $3,077-17.6% | $2,723-6.9% | $4,662-45.6% |
| Participant deferral / active EE | $4,646 | $4,679-0.7% | $4,265+8.9% | $6,690-30.5% |
| Admin fee / account holder | $11,446 | $6,213+84.2% | $5,647+102.7% | $13,400-14.6% |