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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 | $44,575 | $109,411-59.3% | $89,435-50.2% | $158,982-72.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.85% | 345.68%-328.8pp | 245.55%-228.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,934 | $3,173+87.0% | $2,587+129.4% | $4,763+24.6% |
| Participant deferral / active EE | $9,828 | $4,600+113.7% | $3,890+152.6% | $5,983+64.3% |
| Admin fee / account holder | $1,402 | $6,159-77.2% | $4,884-71.3% | $11,252-87.5% |