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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 | $82,588 | $103,038-19.8% | $90,324-8.6% | $152,909-46.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.62% | 95.25%-67.6pp | 78.15%-50.5pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,139 | $3,141-31.9% | $2,856-25.1% | $4,764-55.1% |
| Participant deferral / active EE | $3,643 | $4,282-14.9% | $3,885-6.2% | $5,851-37.7% |
| Admin fee / account holder | $15,917 | $6,177+157.7% | $5,356+197.2% | $11,601+37.2% |