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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 | $62,844 | $77,157-18.6% | $108,405-42.0% | $85,851-26.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.30% | 44.55%-27.3pp | 905.55%-888.2pp | 318.63%-301.3pp |
| Employer contribution / active EE | $2,494 | $2,379+4.8% | $3,559-29.9% | $2,565-2.8% |
| Participant deferral / active EE | $5,121 | $5,567-8.0% | $6,563-22.0% | $3,952+29.6% |
| Admin fee / account holder | $3,842 | $5,174-25.7% | $7,297-47.3% | $6,261-38.6% |