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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 | $47,154 | $112,112-57.9% | $95,956-50.9% | $158,950-70.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.51% | 171.15%-158.6pp | 91.63%-79.1pp | 302.91%-290.4pp |
| Employer contribution / active EE | $2,669 | $3,199-16.6% | $2,541+5.0% | $4,762-43.9% |
| Participant deferral / active EE | $5,794 | $4,784+21.1% | $4,167+39.0% | $5,983-3.2% |
| Admin fee / account holder | $372 | $10,134-96.3% | $6,797-94.5% | $11,248-96.7% |