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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 | $74,296 | $112,131-33.7% | $95,964-22.6% | $158,982-53.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.68% | 171.19%-156.5pp | 91.64%-77.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,560 | $3,199-51.3% | $2,541-38.6% | $4,763-67.3% |
| Participant deferral / active EE | $6,893 | $4,784+44.1% | $4,167+65.4% | $5,983+15.2% |
| Admin fee / account holder | $2,647 | $10,136-73.9% | $6,797-61.1% | $11,252-76.5% |