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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 | $100,139-51.1% | $85,187-42.5% | $145,884-66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 84.15%-66.9pp | 66.67%-49.4pp | 551.85%-534.6pp |
| Employer contribution / active EE | $5,292 | $3,238+63.4% | $2,732+93.7% | $4,662+13.5% |
| Participant deferral / active EE | $14,123 | $5,296+166.7% | $4,525+212.1% | $6,690+111.1% |
| Admin fee / account holder | $5,123 | $7,262-29.5% | $6,162-16.9% | $13,392-61.7% |