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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 | $80,741 | $102,429-21.2% | $147,096-45.1% | $80,925-0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.77% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,556 | $3,716-31.2% | $4,936-48.2% | $2,756-7.3% |
| Participant deferral / active EE | $5,352 | $6,649-19.5% | $8,071-33.7% | $4,299+24.5% |
| Admin fee / account holder | $10,141 | $7,957+27.4% | $13,005-22.0% | $6,940+46.1% |