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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 | $73,114 | $132,099-44.7% | $115,599-36.8% | $138,895-47.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.35% | 176.76%-161.4pp | 111.10%-95.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $8,232 | $3,416+141.0% | $2,955+178.6% | $4,194+96.3% |
| Participant deferral / active EE | $4,981 | $5,617-11.3% | $4,889+1.9% | $6,396-22.1% |
| Admin fee / account holder | $4,704 | $15,650-69.9% | $12,841-63.4% | $12,562-62.6% |