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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 | $63,179 | $102,429-38.3% | $147,096-57.0% | $80,925-21.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.42% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $3,082 | $3,716-17.1% | $4,936-37.6% | $2,756+11.8% |
| Participant deferral / active EE | $7,066 | $6,649+6.3% | $8,071-12.5% | $4,299+64.4% |
| Admin fee / account holder | $946 | $7,957-88.1% | $13,005-92.7% | $6,940-86.4% |