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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 | $52,883 | $103,038-48.7% | $90,324-41.5% | $152,909-65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.51% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-327.0pp |
| Employer contribution / active EE | $5,534 | $3,141+76.2% | $2,856+93.8% | $4,764+16.2% |
| Participant deferral / active EE | $13,972 | $4,282+226.3% | $3,885+259.6% | $5,851+138.8% |
| Admin fee / account holder | $2,731 | $6,177-55.8% | $5,356-49.0% | $11,601-76.5% |