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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 | $48,099 | $124,346-61.3% | $111,308-56.8% | $167,536-71.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.06% | 37.45%-25.4pp | 54.67%-42.6pp | 478.82%-466.8pp |
| Employer contribution / active EE | $3,975 | $3,437+15.6% | $2,732+45.5% | $4,839-17.9% |
| Participant deferral / active EE | $7,621 | $5,182+47.1% | $4,487+69.8% | $6,342+20.2% |
| Admin fee / account holder | $43,866 | $10,621+313.0% | $7,965+450.7% | $12,315+256.2% |