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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 | $51,454 | $100,073-48.6% | $85,126-39.6% | $145,877-64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 84.11%-66.8pp | 66.63%-49.3pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,337 | $3,236-27.8% | $2,731-14.4% | $4,663-49.9% |
| Participant deferral / active EE | $13,983 | $5,294+164.1% | $4,523+209.1% | $6,691+109.0% |
| Admin fee / account holder | $1,758 | $7,261-75.8% | $6,160-71.5% | $13,402-86.9% |