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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 | $61,546 | $65,566-6.1% | $86,235-28.6% | $75,177-18.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.82% | 46.07%-32.3pp | 1170.03%-1156.2pp | 160.75%-146.9pp |
| Employer contribution / active EE | $2,240 | $1,553+44.2% | $2,381-5.9% | $2,671-16.1% |
| Participant deferral / active EE | $2,099 | $3,023-30.6% | $3,987-47.3% | $4,126-49.1% |
| Admin fee / account holder | $3,668 | $5,470-32.9% | $6,856-46.5% | $5,651-35.1% |