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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 | $55,826 | $73,518-24.1% | $63,003-11.4% | $147,585-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.73% | 175.46%-164.7pp | 87.59%-76.9pp | 578.56%-567.8pp |
| Employer contribution / active EE | $3,458 | $3,322+4.1% | $2,760+25.3% | $4,876-29.1% |
| Participant deferral / active EE | $738 | $4,183-82.4% | $3,329-77.8% | $5,439-86.4% |
| Admin fee / account holder | $2,689 | $5,952-54.8% | $3,600-25.3% | $10,885-75.3% |