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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 | $51,808 | $98,776-47.5% | $149,745-65.4% | $79,856-35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 56.58% | 27.38%+29.2pp | 276.72%-220.1pp | 31.71%+24.9pp |
| Employer contribution / active EE | $2,271 | $3,217-29.4% | $4,646-51.1% | $2,471-8.1% |
| Participant deferral / active EE | $5,026 | $5,681-11.5% | $6,843-26.5% | $3,741+34.4% |
| Admin fee / account holder | $399 | $6,053-93.4% | $9,312-95.7% | $5,306-92.5% |