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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 | $61,319 | $115,814-47.1% | $101,275-39.5% | $158,982-61.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.79% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $7,446 | $4,176+78.3% | $3,660+103.4% | $4,763+56.3% |
| Participant deferral / active EE | $2,981 | $4,958-39.9% | $4,371-31.8% | $5,983-50.2% |
| Admin fee / account holder | $3,179 | $7,249-56.1% | $5,948-46.6% | $11,252-71.7% |