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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 | $44,979 | $109,411-58.9% | $89,435-49.7% | $158,982-71.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.48% | 345.68%-327.2pp | 245.55%-227.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,647 | $3,173+46.5% | $2,587+79.6% | $4,763-2.4% |
| Participant deferral / active EE | $5,071 | $4,600+10.3% | $3,890+30.4% | $5,983-15.2% |
| Admin fee / account holder | $2,870 | $6,159-53.4% | $4,884-41.2% | $11,252-74.5% |