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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 | $61,778 | $91,537-32.5% | $130,045-52.5% | $75,173-17.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.89% | -631.55%+648.4pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,710 | $2,845-39.9% | $4,321-60.4% | $2,671-36.0% |
| Participant deferral / active EE | $2,117 | $4,343-51.3% | $5,820-63.6% | $4,126-48.7% |
| Admin fee / account holder | $5,430 | $6,780-19.9% | $10,600-48.8% | $5,651-3.9% |