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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 | $57,900 | $63,346-8.6% | $92,240-37.2% | $70,126-17.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.37% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,636 | $2,471-33.8% | $3,680-55.6% | $2,343-30.2% |
| Participant deferral / active EE | $3,251 | $2,854+13.9% | $3,897-16.6% | $3,332-2.4% |
| Admin fee / account holder | $6,724 | $3,841+75.1% | $5,194+29.5% | $4,645+44.7% |