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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 | $46,013 | $102,638-55.2% | $81,991-43.9% | $158,966-71.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 24.41% | 61.05%-36.6pp | 41.31%-16.9pp | 302.95%-278.5pp |
| Employer contribution / active EE | $13,181 | $3,241+306.7% | $2,498+427.6% | $4,762+176.8% |
| Participant deferral / active EE | $5,158 | $4,649+10.9% | $3,722+38.6% | $5,983-13.8% |
| Admin fee / account holder | $3,312 | $8,237-59.8% | $5,665-41.5% | $11,250-70.6% |