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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 | $71,304 | $108,897-34.5% | $100,378-29.0% | $145,877-51.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 58.17%-40.7pp | 49.41%-32.0pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,813 | $4,420-36.4% | $3,942-28.6% | $4,663-39.7% |
| Participant deferral / active EE | $7,205 | $8,455-14.8% | $8,087-10.9% | $6,691+7.7% |
| Admin fee / account holder | $1,040 | $9,690-89.3% | $7,899-86.8% | $13,402-92.2% |