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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 | $63,078 | $102,382-38.4% | $147,005-57.1% | $80,874-22.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.51% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,437 | $3,715-34.4% | $4,934-50.6% | $2,756-11.6% |
| Participant deferral / active EE | $9,243 | $6,646+39.1% | $8,070+14.5% | $4,297+115.1% |
| Admin fee / account holder | $5,625 | $7,942-29.2% | $13,006-56.8% | $6,935-18.9% |