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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 | $72,542 | $110,801-34.5% | $86,615-16.2% | $167,536-56.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.40% | 116.96%-99.6pp | 63.51%-46.1pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,452 | $3,245-24.4% | $2,496-1.8% | $4,839-49.3% |
| Participant deferral / active EE | $6,053 | $4,547+33.1% | $3,699+63.6% | $6,342-4.6% |
| Admin fee / account holder | $3,368 | $8,417-60.0% | $5,830-42.2% | $12,315-72.7% |