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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 | $48,137 | $95,580-49.6% | $76,872-37.4% | $139,466-65.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.99% | 55.00%-36.0pp | 37.90%-18.9pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,703 | $3,145-45.9% | $2,533-32.8% | $4,754-64.2% |
| Participant deferral / active EE | $8,575 | $4,623+85.5% | $3,832+123.8% | $6,712+27.8% |
| Admin fee / account holder | $5,990 | $8,302-27.9% | $5,476+9.4% | $11,409-47.5% |