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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 | $57,430 | $118,680-51.6% | $98,910-41.9% | $158,931-63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 24.59% | 372.35%-347.8pp | 196.44%-171.9pp | 302.86%-278.3pp |
| Employer contribution / active EE | $4,348 | $3,333+30.5% | $2,689+61.7% | $4,761-8.7% |
| Participant deferral / active EE | $1,848 | $5,088-63.7% | $4,244-56.5% | $5,982-69.1% |
| Admin fee / account holder | $6,980 | $10,131-31.1% | $6,642+5.1% | $11,247-37.9% |