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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 | $64,333 | $102,429-37.2% | $147,096-56.3% | $80,925-20.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.68% | 135.02%-117.3pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $2,994 | $3,716-19.4% | $4,936-39.3% | $2,756+8.6% |
| Participant deferral / active EE | $4,879 | $6,649-26.6% | $8,071-39.5% | $4,299+13.5% |
| Admin fee / account holder | $2,915 | $7,957-63.4% | $13,005-77.6% | $6,940-58.0% |