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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 | $43,545 | $99,921-56.4% | $85,009-48.8% | $145,959-70.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 83.89%-71.5pp | 66.47%-54.1pp | 561.95%-549.5pp |
| Employer contribution / active EE | $4,054 | $3,233+25.4% | $2,728+48.6% | $4,661-13.0% |
| Participant deferral / active EE | $5,045 | $5,293-4.7% | $4,522+11.6% | $6,689-24.6% |
| Admin fee / account holder | $5,371 | $7,252-25.9% | $6,153-12.7% | $13,398-59.9% |