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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 | $52,829 | $144,130-63.3% | $117,861-55.2% | $147,586-64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.53% | 531.20%-508.7pp | 335.11%-312.6pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,953 | $4,897-60.1% | $3,786-48.4% | $4,876-59.9% |
| Participant deferral / active EE | $16,035 | $5,316+201.6% | $4,482+257.8% | $5,439+194.8% |
| Admin fee / account holder | $4,893 | $10,887-55.1% | $8,021-39.0% | $10,886-55.0% |