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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 | $100,139-49.3% | $85,187-40.4% | $145,884-65.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 84.15%-70.7pp | 66.67%-53.2pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,077 | $3,238-35.9% | $2,732-24.0% | $4,662-55.4% |
| Participant deferral / active EE | $3,031 | $5,296-42.8% | $4,525-33.0% | $6,690-54.7% |
| Admin fee / account holder | $28,397 | $7,262+291.0% | $6,162+360.8% | $13,392+112.0% |