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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 | $90,619 | $111,878-19.0% | $93,727-3.3% | $145,897-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.00% | 204.28%-186.3pp | 133.83%-115.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,769 | $3,092-42.8% | $2,421-27.0% | $4,663-62.1% |
| Participant deferral / active EE | $5,837 | $4,920+18.6% | $4,417+32.1% | $6,689-12.7% |
| Admin fee / account holder | $3,966 | $10,256-61.3% | $8,292-52.2% | $13,390-70.4% |