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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 | $48,679 | $158,393-69.3% | $143,412-66.1% | $155,188-68.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 12.28% | 324.22%-311.9pp | 256.99%-244.7pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,571 | $3,911-34.3% | $3,748-31.4% | $4,248-39.5% |
| Participant deferral / active EE | $3,389 | $7,193-52.9% | $6,816-50.3% | $6,531-48.1% |
| Admin fee / account holder | $50,867 | $12,964+292.4% | $11,396+346.4% | $14,480+251.3% |