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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 | $44,789 | $208,088-78.5% | $186,193-75.9% | $154,746-71.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.19% | 89.97%-76.8pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,930 | $4,340-55.5% | $3,918-50.8% | $4,379-55.9% |
| Participant deferral / active EE | $8,099 | $7,078+14.4% | $6,513+24.4% | $6,730+20.3% |
| Admin fee / account holder | $53,443 | $11,698+356.8% | $11,058+383.3% | $14,365+272.0% |