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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 | $100,203-56.5% | $85,240-48.9% | $145,897-70.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 84.28%-71.9pp | 66.75%-54.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,054 | $3,242+25.0% | $2,735+48.2% | $4,663-13.1% |
| Participant deferral / active EE | $5,045 | $5,299-4.8% | $4,527+11.4% | $6,689-24.6% |
| Admin fee / account holder | $5,371 | $7,265-26.1% | $6,165-12.9% | $13,390-59.9% |