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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 | $66,902 | $109,967-39.2% | $97,197-31.2% | $145,877-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.69% | 244.27%-230.6pp | 75.47%-61.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,633 | $3,077-14.4% | $2,723-3.3% | $4,663-43.5% |
| Participant deferral / active EE | $3,736 | $4,676-20.1% | $4,263-12.4% | $6,691-44.2% |
| Admin fee / account holder | $7,847 | $6,199+26.6% | $5,637+39.2% | $13,402-41.5% |