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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 | $62,120 | $96,691-35.8% | $86,656-28.3% | $139,487-55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.61% | 106.87%-91.3pp | 593.09%-577.5pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,126 | $3,267-34.9% | $3,025-29.7% | $4,755-55.3% |
| Participant deferral / active EE | $5,785 | $4,838+19.6% | $4,439+30.3% | $6,713-13.8% |
| Admin fee / account holder | $29,315 | $6,414+357.0% | $5,619+421.7% | $11,407+157.0% |