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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 | $38,903 | $183,539-78.8% | $155,556-75.0% | $145,897-73.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.55% | 61.31%-42.8pp | 64.84%-46.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $2,304 | $5,315-56.7% | $4,675-50.7% | $4,663-50.6% |
| Participant deferral / active EE | $5,067 | $6,467-21.6% | $5,631-10.0% | $6,689-24.2% |
| Admin fee / account holder | $8,903 | $19,275-53.8% | $15,885-44.0% | $13,390-33.5% |