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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 | $50,230 | $89,259-43.7% | $107,187-53.1% | $82,637-39.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.16% | 21.02%-0.9pp | 204.55%-184.4pp | 53.51%-33.3pp |
| Employer contribution / active EE | $3,999 | $3,080+29.8% | $3,782+5.7% | $2,552+56.7% |
| Participant deferral / active EE | $8,497 | $4,037+110.5% | $5,096+66.7% | $4,126+105.9% |
| Admin fee / account holder | $2,445 | $7,381-66.9% | $9,162-73.3% | $7,339-66.7% |