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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 | $51,242 | $51,638-0.8% | $68,368-25.0% | $82,448-37.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.67% | 37.53%-15.9pp | 292.57%-270.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,231 | $2,047+57.9% | $2,649+22.0% | $2,551+26.7% |
| Participant deferral / active EE | $11,310 | $2,914+288.2% | $4,123+174.3% | $4,139+173.2% |
| Admin fee / account holder | $3,493 | $4,643-24.8% | $5,150-32.2% | $7,234-51.7% |