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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 | $76,425 | $154,754-50.6% | $124,206-38.5% | $138,895-45.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.11% | 709.28%-695.2pp | 515.27%-501.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,378 | $4,446-69.0% | $3,540-61.1% | $4,194-67.2% |
| Participant deferral / active EE | $2,594 | $4,621-43.9% | $3,968-34.6% | $6,396-59.4% |
| Admin fee / account holder | $1,985 | $6,690-70.3% | $5,929-66.5% | $12,562-84.2% |