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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 | $53,899 | $109,411-50.7% | $89,435-39.7% | $158,982-66.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 345.68%-329.7pp | 245.55%-229.6pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,264 | $3,173-28.6% | $2,587-12.5% | $4,763-52.5% |
| Participant deferral / active EE | $2,865 | $4,600-37.7% | $3,890-26.4% | $5,983-52.1% |
| Admin fee / account holder | $2,247 | $6,159-63.5% | $4,884-54.0% | $11,252-80.0% |