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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 | $75,256 | $100,139-24.8% | $85,187-11.7% | $145,884-48.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.13% | 84.15%-63.0pp | 66.67%-45.5pp | 551.85%-530.7pp |
| Employer contribution / active EE | $5,361 | $3,238+65.6% | $2,732+96.2% | $4,662+15.0% |
| Participant deferral / active EE | $2,948 | $5,296-44.3% | $4,525-34.8% | $6,690-55.9% |
| Admin fee / account holder | $5,503 | $7,262-24.2% | $6,162-10.7% | $13,392-58.9% |