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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 | $52,351 | $81,664-35.9% | $70,476-25.7% | $158,966-67.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 25.67% | 208.59%-182.9pp | 109.12%-83.4pp | 302.95%-277.3pp |
| Employer contribution / active EE | $2,583 | $3,219-19.8% | $2,738-5.7% | $4,762-45.8% |
| Participant deferral / active EE | $3,017 | $4,556-33.8% | $3,710-18.7% | $5,983-49.6% |
| Admin fee / account holder | $308 | $6,197-95.0% | $3,847-92.0% | $11,250-97.3% |