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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 | $67,818 | $109,967-38.3% | $97,197-30.2% | $145,877-53.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.83% | 244.27%-234.4pp | 75.47%-65.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,360 | $3,077-23.3% | $2,723-13.3% | $4,663-49.4% |
| Participant deferral / active EE | $7,035 | $4,676+50.4% | $4,263+65.0% | $6,691+5.1% |
| Admin fee / account holder | $8,916 | $6,199+43.8% | $5,637+58.2% | $13,402-33.5% |