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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 | $53,377 | $109,372-51.2% | $89,414-40.3% | $158,966-66.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 41.43% | 345.55%-304.1pp | 245.50%-204.1pp | 302.95%-261.5pp |
| Employer contribution / active EE | $2,244 | $3,171-29.2% | $2,586-13.2% | $4,762-52.9% |
| Participant deferral / active EE | $2,896 | $4,598-37.0% | $3,890-25.6% | $5,983-51.6% |
| Admin fee / account holder | $9,780 | $6,156+58.9% | $4,883+100.3% | $11,250-13.1% |