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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 | $46,271 | $109,967-57.9% | $97,197-52.4% | $145,877-68.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.93% | 244.27%-230.3pp | 75.47%-61.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,631 | $3,077+18.0% | $2,723+33.4% | $4,663-22.1% |
| Participant deferral / active EE | $3,671 | $4,676-21.5% | $4,263-13.9% | $6,691-45.1% |
| Admin fee / account holder | $4,504 | $6,199-27.3% | $5,637-20.1% | $13,402-66.4% |