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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 | $48,341 | $102,422-52.8% | $147,117-67.1% | $80,959-40.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.17% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $5,248 | $3,717+41.2% | $4,932+6.4% | $2,757+90.3% |
| Participant deferral / active EE | $6,608 | $6,652-0.7% | $8,065-18.1% | $4,300+53.7% |
| Admin fee / account holder | $1,193 | $7,953-85.0% | $12,993-90.8% | $6,925-82.8% |