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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 | $56,997 | $100,139-43.1% | $85,187-33.1% | $145,884-60.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 84.15%-65.2pp | 66.67%-47.7pp | 551.85%-532.9pp |
| Employer contribution / active EE | $2,395 | $3,238-26.0% | $2,732-12.3% | $4,662-48.6% |
| Participant deferral / active EE | $7,559 | $5,296+42.7% | $4,525+67.0% | $6,690+13.0% |
| Admin fee / account holder | $1,769 | $7,262-75.6% | $6,162-71.3% | $13,392-86.8% |