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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 | $59,152 | $105,200-43.8% | $159,474-62.9% | $85,847-31.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.71% | 45.08%-21.4pp | 263.68%-240.0pp | 318.61%-294.9pp |
| Employer contribution / active EE | $4,795 | $3,319+44.5% | $4,831-0.7% | $2,565+86.9% |
| Participant deferral / active EE | $9,365 | $5,946+57.5% | $7,353+27.4% | $3,952+137.0% |
| Admin fee / account holder | $4,771 | $6,934-31.2% | $10,802-55.8% | $6,261-23.8% |