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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 | $102,422-38.3% | $147,117-57.1% | $80,959-22.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.42% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $3,082 | $3,717-17.1% | $4,932-37.5% | $2,757+11.8% |
| Participant deferral / active EE | $7,066 | $6,652+6.2% | $8,065-12.4% | $4,300+64.3% |
| Admin fee / account holder | $946 | $7,953-88.1% | $12,993-92.7% | $6,925-86.3% |