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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 | $47,452 | $72,071-34.2% | $68,368-30.6% | $137,256-65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,312 | $2,788+54.6% | $2,649+62.8% | $4,156+3.7% |
| Participant deferral / active EE | $6,422 | $4,410+45.6% | $4,123+55.8% | $6,407+0.2% |
| Admin fee / account holder | $2,945 | $5,336-44.8% | $5,150-42.8% | $12,270-76.0% |