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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 | $55,298 | $88,672-37.6% | $105,223-47.4% | $82,448-32.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.36% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,072 | $3,048+66.4% | $3,689+37.5% | $2,551+98.8% |
| Participant deferral / active EE | $2,603 | $4,036-35.5% | $5,072-48.7% | $4,139-37.1% |
| Admin fee / account holder | $6,986 | $7,146-2.2% | $8,859-21.1% | $7,234-3.4% |