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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 | $42,379 | $112,131-62.2% | $95,964-55.8% | $158,982-73.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.14% | 171.19%-151.0pp | 91.64%-71.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,995 | $3,199-37.6% | $2,541-21.5% | $4,763-58.1% |
| Participant deferral / active EE | $5,882 | $4,784+23.0% | $4,167+41.2% | $5,983-1.7% |
| Admin fee / account holder | $2,185 | $10,136-78.4% | $6,797-67.9% | $11,252-80.6% |