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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 | $80,921 | $112,112-27.8% | $95,956-15.7% | $158,950-49.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.45% | 171.15%-151.7pp | 91.63%-72.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $1,583 | $3,199-50.5% | $2,541-37.7% | $4,762-66.7% |
| Participant deferral / active EE | $3,584 | $4,784-25.1% | $4,167-14.0% | $5,983-40.1% |
| Admin fee / account holder | $13,823 | $10,134+36.4% | $6,797+103.4% | $11,248+22.9% |