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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 | $54,250 | $115,814-53.2% | $101,275-46.4% | $158,982-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.30% | 56.16%-40.9pp | 46.48%-31.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,858 | $4,176-31.5% | $3,660-21.9% | $4,763-40.0% |
| Participant deferral / active EE | $7,089 | $4,958+43.0% | $4,371+62.2% | $5,983+18.5% |
| Admin fee / account holder | $3,116 | $7,249-57.0% | $5,948-47.6% | $11,252-72.3% |