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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 | $50,765 | $99,921-49.2% | $85,009-40.3% | $145,959-65.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,077 | $3,233-35.7% | $2,728-23.9% | $4,661-55.4% |
| Participant deferral / active EE | $3,031 | $5,293-42.7% | $4,522-33.0% | $6,689-54.7% |
| Admin fee / account holder | $28,397 | $7,252+291.6% | $6,153+361.5% | $13,398+111.9% |