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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 | $74,281 | $95,664-22.4% | $76,902-3.4% | $139,487-46.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.89% | 55.03%-38.1pp | 37.91%-21.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,792 | $3,147-43.1% | $2,534-29.3% | $4,755-62.3% |
| Participant deferral / active EE | $3,050 | $4,626-34.1% | $3,833-20.4% | $6,713-54.6% |
| Admin fee / account holder | $1,089 | $8,311-86.9% | $5,479-80.1% | $11,407-90.5% |