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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 | $74,776 | $73,518+1.7% | $63,005+18.7% | $147,585-49.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.29% | 175.46%-161.2pp | 87.59%-73.3pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,376 | $3,322-58.6% | $2,760-50.1% | $4,876-71.8% |
| Participant deferral / active EE | $4,958 | $4,183+18.5% | $3,329+48.9% | $5,439-8.8% |
| Admin fee / account holder | $2,593 | $5,952-56.4% | $3,599-28.0% | $10,886-76.2% |