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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 | $51,135 | $99,079-48.4% | $78,002-34.4% | $273,972-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.52% | 217.93%-211.4pp | 425.99%-419.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,736 | $3,308+12.9% | $2,470+51.2% | $4,869-23.3% |
| Participant deferral / active EE | $8,829 | $4,306+105.0% | $3,497+152.5% | $5,287+67.0% |
| Admin fee / account holder | $850 | $8,954-90.5% | $5,481-84.5% | $10,133-91.6% |