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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 | $44,171 | $95,415-53.7% | $185,851-76.2% | $85,851-48.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.57% | 23.59%-6.0pp | 122.11%-104.5pp | 318.63%-301.1pp |
| Employer contribution / active EE | $5,839 | $3,314+76.2% | $5,168+13.0% | $2,565+127.6% |
| Participant deferral / active EE | $3,140 | $3,424-8.3% | $5,569-43.6% | $3,952-20.5% |
| Admin fee / account holder | $6,049 | $7,215-16.2% | $16,245-62.8% | $6,261-3.4% |