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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 | $61,998 | $102,429-39.5% | $147,096-57.9% | $80,925-23.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.81% | 135.02%-115.2pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $2,947 | $3,716-20.7% | $4,936-40.3% | $2,756+6.9% |
| Participant deferral / active EE | $5,080 | $6,649-23.6% | $8,071-37.1% | $4,299+18.2% |
| Admin fee / account holder | $3,214 | $7,957-59.6% | $13,005-75.3% | $6,940-53.7% |