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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 | $47,385 | $91,525-48.2% | $130,026-63.6% | $75,181-37.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.14% | -631.40%+649.5pp | -137.26%+155.4pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,522 | $2,844-11.3% | $4,321-41.6% | $2,671-5.6% |
| Participant deferral / active EE | $5,018 | $4,342+15.6% | $5,821-13.8% | $4,126+21.6% |
| Admin fee / account holder | $1,003 | $6,778-85.2% | $10,608-90.5% | $5,650-82.2% |