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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 | $64,668 | $107,944-40.1% | $91,994-29.7% | $152,885-57.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.64% | 89.26%-74.6pp | 69.03%-54.4pp | 345.39%-330.8pp |
| Employer contribution / active EE | $3,220 | $4,210-23.5% | $3,452-6.7% | $4,763-32.4% |
| Participant deferral / active EE | $2,621 | $6,365-58.8% | $5,923-55.7% | $5,851-55.2% |
| Admin fee / account holder | $1,596 | $10,521-84.8% | $7,743-79.4% | $11,598-86.2% |