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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 | $39,611 | $112,121-64.7% | $95,960-58.7% | $158,966-75.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.94% | 171.16%-160.2pp | 91.63%-80.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,778 | $3,199-44.4% | $2,541-30.0% | $4,762-62.7% |
| Participant deferral / active EE | $2,392 | $4,784-50.0% | $4,167-42.6% | $5,983-60.0% |
| Admin fee / account holder | $11,631 | $10,135+14.8% | $6,797+71.1% | $11,250+3.4% |