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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 | $45,903 | $106,918-57.1% | $84,021-45.4% | $152,897-70.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.25% | 105.01%-88.8pp | 71.32%-55.1pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,262 | $2,735-53.9% | $1,984-36.4% | $4,764-73.5% |
| Participant deferral / active EE | $3,652 | $4,012-9.0% | $3,239+12.8% | $5,851-37.6% |
| Admin fee / account holder | $2,119 | $8,288-74.4% | $6,102-65.3% | $11,599-81.7% |