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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 | $52,660 | $67,823-22.4% | $52,425+0.4% | $137,256-61.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.75% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,210 | $1,163+4.0% | $914+32.4% | $4,156-70.9% |
| Participant deferral / active EE | $2,241 | $2,288-2.1% | $1,790+25.1% | $6,407-65.0% |
| Admin fee / account holder | $837 | $2,844-70.6% | $2,495-66.5% | $12,270-93.2% |