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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 | $90,986 | $107,368-15.3% | $92,915-2.1% | $152,909-40.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.67% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,867 | $4,222-55.8% | $3,653-48.9% | $4,764-60.8% |
| Participant deferral / active EE | $8,184 | $4,848+68.8% | $4,238+93.1% | $5,851+39.9% |
| Admin fee / account holder | $31,706 | $7,082+347.7% | $5,796+447.1% | $11,601+173.3% |