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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 | $66,273 | $106,918-38.0% | $84,021-21.1% | $152,897-56.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.89% | 105.01%-86.1pp | 71.32%-52.4pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,453 | $2,735-46.9% | $1,984-26.8% | $4,764-69.5% |
| Participant deferral / active EE | $5,223 | $4,012+30.2% | $3,239+61.2% | $5,851-10.7% |
| Admin fee / account holder | $6,113 | $8,288-26.2% | $6,102+0.2% | $11,599-47.3% |