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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 | $76,698 | $103,008-25.5% | $90,304-15.1% | $152,897-49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.92% | 95.22%-79.3pp | 78.13%-62.2pp | 345.43%-329.5pp |
| Employer contribution / active EE | $7,143 | $3,139+127.5% | $2,855+150.2% | $4,764+49.9% |
| Participant deferral / active EE | $7,667 | $4,281+79.1% | $3,885+97.3% | $5,851+31.0% |
| Admin fee / account holder | $7,295 | $6,175+18.1% | $5,354+36.3% | $11,599-37.1% |