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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 | $51,532 | $115,814-55.5% | $101,275-49.1% | $158,982-67.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.36% | 56.16%-33.8pp | 46.48%-24.1pp | 302.99%-280.6pp |
| Employer contribution / active EE | $8,006 | $4,176+91.7% | $3,660+118.7% | $4,763+68.1% |
| Participant deferral / active EE | $5,709 | $4,958+15.1% | $4,371+30.6% | $5,983-4.6% |
| Admin fee / account holder | $1,956 | $7,249-73.0% | $5,948-67.1% | $11,252-82.6% |