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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 | $65,600 | $110,093-40.4% | $97,295-32.6% | $145,897-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 33.82% | 244.76%-210.9pp | 75.62%-41.8pp | 552.29%-518.5pp |
| Employer contribution / active EE | $1,515 | $3,077-50.8% | $2,723-44.4% | $4,663-67.5% |
| Participant deferral / active EE | $10,703 | $4,678+128.8% | $4,264+151.0% | $6,689+60.0% |
| Admin fee / account holder | $1,419 | $6,212-77.2% | $5,646-74.9% | $13,390-89.4% |