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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 | $54,419 | $107,941-49.6% | $91,994-40.8% | $152,897-64.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.48% | 89.28%-65.8pp | 69.04%-45.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,524 | $4,212-63.8% | $3,453-55.9% | $4,764-68.0% |
| Participant deferral / active EE | $4,046 | $6,366-36.4% | $5,924-31.7% | $5,851-30.9% |
| Admin fee / account holder | $413 | $10,521-96.1% | $7,744-94.7% | $11,599-96.4% |