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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 | $83,365 | $103,038-19.1% | $90,324-7.7% | $152,909-45.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.72% | 95.25%-70.5pp | 78.15%-53.4pp | 345.46%-320.7pp |
| Employer contribution / active EE | $6,264 | $3,141+99.5% | $2,856+119.4% | $4,764+31.5% |
| Participant deferral / active EE | $2,465 | $4,282-42.4% | $3,885-36.6% | $5,851-57.9% |
| Admin fee / account holder | $910 | $6,177-85.3% | $5,356-83.0% | $11,601-92.2% |