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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 | $49,533 | $118,708-58.3% | $98,920-49.9% | $158,982-68.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.30% | 372.49%-354.2pp | 196.47%-178.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,345 | $3,334-29.7% | $2,689-12.8% | $4,763-50.8% |
| Participant deferral / active EE | $4,774 | $5,089-6.2% | $4,245+12.5% | $5,983-20.2% |
| Admin fee / account holder | $1,160 | $10,134-88.6% | $6,643-82.5% | $11,252-89.7% |