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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 | $82,061 | $112,112-26.8% | $95,956-14.5% | $158,950-48.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.21% | 171.15%-156.9pp | 91.63%-77.4pp | 302.91%-288.7pp |
| Employer contribution / active EE | $4,852 | $3,199+51.7% | $2,541+90.9% | $4,762+1.9% |
| Participant deferral / active EE | $15,715 | $4,784+228.5% | $4,167+277.2% | $5,983+162.7% |
| Admin fee / account holder | $680 | $10,134-93.3% | $6,797-90.0% | $11,248-94.0% |