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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 | $45,811 | $70,366-34.9% | $66,674-31.3% | $138,895-67.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.56% | 386.41%-366.9pp | 321.24%-301.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $4,596 | $2,765+66.2% | $2,620+75.4% | $4,194+9.6% |
| Participant deferral / active EE | $10,020 | $4,374+129.1% | $4,084+145.3% | $6,396+56.7% |
| Admin fee / account holder | $2,680 | $5,262-49.1% | $5,098-47.4% | $12,562-78.7% |