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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 | $56,089 | $118,869-52.8% | $96,575-41.9% | $167,518-66.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.72% | 50.49%-38.8pp | 37.79%-26.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $2,058 | $3,120-34.0% | $2,357-12.7% | $4,838-57.5% |
| Participant deferral / active EE | $5,430 | $4,616+17.6% | $3,849+41.1% | $6,342-14.4% |
| Admin fee / account holder | $2,266 | $8,067-71.9% | $6,182-63.3% | $12,312-81.6% |