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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 | $45,093 | $95,415-52.7% | $185,851-75.7% | $85,851-47.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.16% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.5pp |
| Employer contribution / active EE | $5,074 | $3,314+53.1% | $5,168-1.8% | $2,565+97.8% |
| Participant deferral / active EE | $2,566 | $3,424-25.0% | $5,569-53.9% | $3,952-35.1% |
| Admin fee / account holder | $1,237 | $7,215-82.9% | $16,245-92.4% | $6,261-80.2% |