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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 | $64,237 | $115,814-44.5% | $101,275-36.6% | $158,982-59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.53% | 56.16%-42.6pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,041 | $4,176-51.1% | $3,660-44.2% | $4,763-57.1% |
| Participant deferral / active EE | $5,933 | $4,958+19.7% | $4,371+35.7% | $5,983-0.8% |
| Admin fee / account holder | $10,176 | $7,249+40.4% | $5,948+71.1% | $11,252-9.6% |