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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 | $57,806 | $105,158-45.0% | $94,672-38.9% | $139,487-58.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.08% | 38.11%-17.0pp | 156.89%-135.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,001 | $4,107-2.6% | $3,673+8.9% | $4,755-15.9% |
| Participant deferral / active EE | $13,000 | $7,599+71.1% | $7,417+75.3% | $6,713+93.7% |
| Admin fee / account holder | $2,172 | $8,972-75.8% | $7,222-69.9% | $11,407-81.0% |