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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 | $103,627 | $118,877-12.8% | $96,570+7.3% | $167,536-38.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.79% | 50.50%-33.7pp | 37.79%-21.0pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,590 | $3,121-49.1% | $2,357-32.6% | $4,839-67.2% |
| Participant deferral / active EE | $6,019 | $4,617+30.4% | $3,849+56.4% | $6,342-5.1% |
| Admin fee / account holder | $4,587 | $8,069-43.2% | $6,182-25.8% | $12,315-62.8% |