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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 | $48,691 | $89,259-45.4% | $107,187-54.6% | $82,637-41.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.65% | 21.02%-3.4pp | 204.55%-186.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $4,877 | $3,080+58.4% | $3,782+29.0% | $2,552+91.1% |
| Participant deferral / active EE | $4,950 | $4,037+22.6% | $5,096-2.9% | $4,126+20.0% |
| Admin fee / account holder | $5,513 | $7,381-25.3% | $9,162-39.8% | $7,339-24.9% |