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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 | $48,967 | $100,203-51.1% | $85,240-42.6% | $145,897-66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 84.28%-67.0pp | 66.75%-49.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $5,292 | $3,242+63.2% | $2,735+93.5% | $4,663+13.5% |
| Participant deferral / active EE | $14,123 | $5,299+166.5% | $4,527+212.0% | $6,689+111.1% |
| Admin fee / account holder | $5,123 | $7,265-29.5% | $6,165-16.9% | $13,390-61.7% |