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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 | $74,066 | $96,678-23.4% | $86,640-14.5% | $139,466-46.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.14% | 106.69%-88.6pp | 592.52%-574.4pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,386 | $3,265-57.6% | $3,024-54.2% | $4,754-70.8% |
| Participant deferral / active EE | $2,748 | $4,837-43.2% | $4,438-38.1% | $6,712-59.1% |
| Admin fee / account holder | $1,536 | $6,410-76.0% | $5,616-72.6% | $11,409-86.5% |