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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 | $83,336 | $112,121-25.7% | $95,960-13.2% | $158,966-47.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.24% | 171.16%-157.9pp | 91.63%-78.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,510 | $3,199-52.8% | $2,541-40.6% | $4,762-68.3% |
| Participant deferral / active EE | $6,787 | $4,784+41.9% | $4,167+62.9% | $5,983+13.4% |
| Admin fee / account holder | $707 | $10,135-93.0% | $6,797-89.6% | $11,250-93.7% |