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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 | $71,442 | $105,200-32.1% | $159,474-55.2% | $85,847-16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.23% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.4pp |
| Employer contribution / active EE | $2,493 | $3,319-24.9% | $4,831-48.4% | $2,565-2.8% |
| Participant deferral / active EE | $6,554 | $5,946+10.2% | $7,353-10.9% | $3,952+65.8% |
| Admin fee / account holder | $2,961 | $6,934-57.3% | $10,802-72.6% | $6,261-52.7% |