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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 | $75,948 | $129,239-41.2% | $93,419-18.7% | $158,966-52.2% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 15.52% | 118.21%-102.7pp | 78.05%-62.5pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,641 | $2,711-39.5% | $2,075-20.9% | $4,762-65.5% |
| Participant deferral / active EE | $4,075 | $3,909+4.2% | $3,126+30.4% | $5,983-31.9% |
| Admin fee / account holder | $1,441 | $7,383-80.5% | $5,230-72.5% | $11,250-87.2% |