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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 | $48,364 | $60,128-19.6% | $90,440-46.5% | $79,852-39.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.31% | 71.95%-53.6pp | 1294.38%-1276.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,790 | $2,068-13.5% | $3,263-45.1% | $2,471-27.6% |
| Participant deferral / active EE | $3,273 | $2,939+11.4% | $3,964-17.4% | $3,740-12.5% |
| Admin fee / account holder | $1,228 | $3,977-69.1% | $5,615-78.1% | $5,306-76.8% |