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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 | $57,353 | $81,696-29.8% | $70,494-18.6% | $158,982-63.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.48% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $4,953 | $3,220+53.8% | $2,738+80.9% | $4,763+4.0% |
| Participant deferral / active EE | $2,477 | $4,558-45.7% | $3,711-33.3% | $5,983-58.6% |
| Admin fee / account holder | $3,081 | $6,200-50.3% | $3,848-19.9% | $11,252-72.6% |