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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 | $49,665 | $115,810-57.1% | $101,271-51.0% | $158,966-68.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.86% | 56.15%-46.3pp | 46.48%-36.6pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,675 | $4,175-59.9% | $3,660-54.2% | $4,762-64.8% |
| Participant deferral / active EE | $1,866 | $4,958-62.4% | $4,371-57.3% | $5,983-68.8% |
| Admin fee / account holder | $7,796 | $7,248+7.6% | $5,948+31.1% | $11,250-30.7% |