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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 | $48,772 | $81,664-40.3% | $70,476-30.8% | $158,966-69.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.10% | 208.59%-195.5pp | 109.12%-96.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $6,635 | $3,219+106.1% | $2,738+142.3% | $4,762+39.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,980 | $6,197-68.0% | $3,847-48.5% | $11,250-82.4% |