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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 | $69,404 | $106,905-35.1% | $84,020-17.4% | $152,885-54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.05% | 105.00%-80.9pp | 71.31%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,188 | $2,735-56.6% | $1,984-40.1% | $4,763-75.1% |
| Participant deferral / active EE | $4,264 | $4,012+6.3% | $3,239+31.7% | $5,851-27.1% |
| Admin fee / account holder | $11,619 | $8,287+40.2% | $6,101+90.4% | $11,598+0.2% |