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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 | $45,173 | $93,345-51.6% | $119,126-62.1% | $87,485-48.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 41.30% | 19.08%+22.2pp | 282.11%-240.8pp | 26.06%+15.2pp |
| Employer contribution / active EE | $5,302 | $3,172+67.2% | $4,034+31.4% | $2,596+104.2% |
| Participant deferral / active EE | $2,059 | $4,099-49.8% | $5,318-61.3% | $4,274-51.8% |
| Admin fee / account holder | $7,028 | $8,039-12.6% | $10,693-34.3% | $7,775-9.6% |