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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 | $56,166 | $118,875-52.8% | $96,572-41.8% | $167,553-66.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.14% | 50.50%-37.4pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,645 | $3,121-47.3% | $2,357-30.2% | $4,840-66.0% |
| Participant deferral / active EE | $9,969 | $4,617+115.9% | $3,850+159.0% | $6,343+57.2% |
| Admin fee / account holder | $2,398 | $8,070-70.3% | $6,183-61.2% | $12,316-80.5% |