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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 | $74,143 | $103,038-28.0% | $90,324-17.9% | $152,909-51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.55% | 95.25%-78.7pp | 78.15%-61.6pp | 345.46%-328.9pp |
| Employer contribution / active EE | $3,486 | $3,141+11.0% | $2,856+22.1% | $4,764-26.8% |
| Participant deferral / active EE | $2,161 | $4,282-49.5% | $3,885-44.4% | $5,851-63.1% |
| Admin fee / account holder | $18,502 | $6,177+199.5% | $5,356+245.5% | $11,601+59.5% |