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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 | $75,791 | $112,121-32.4% | $95,960-21.0% | $158,966-52.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.98% | 171.16%-162.2pp | 91.63%-82.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $2,083 | $3,199-34.9% | $2,541-18.0% | $4,762-56.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,106 | $10,135-79.2% | $6,797-69.0% | $11,250-81.3% |