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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 | $45,838 | $73,518-37.7% | $63,003-27.2% | $147,585-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.27% | 175.46%-163.2pp | 87.59%-75.3pp | 578.57%-566.3pp |
| Employer contribution / active EE | $2,455 | $3,322-26.1% | $2,760-11.1% | $4,876-49.7% |
| Participant deferral / active EE | $5,646 | $4,183+35.0% | $3,329+69.6% | $5,439+3.8% |
| Admin fee / account holder | $3,386 | $5,952-43.1% | $3,600-6.0% | $10,885-68.9% |