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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 | $76,730 | $103,000-25.5% | $90,300-15.0% | $152,885-49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.68% | 95.19%-76.5pp | 78.11%-59.4pp | 345.39%-326.7pp |
| Employer contribution / active EE | $5,422 | $3,138+72.8% | $2,854+90.0% | $4,763+13.8% |
| Participant deferral / active EE | $6,450 | $4,281+50.7% | $3,884+66.1% | $5,851+10.2% |
| Admin fee / account holder | $4,151 | $6,173-32.8% | $5,353-22.4% | $11,598-64.2% |