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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 | $65,926 | $125,237-47.4% | $105,608-37.6% | $145,877-54.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 225.76%-212.0pp | 116.50%-102.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,203 | $3,720-40.8% | $3,167-30.4% | $4,663-52.8% |
| Participant deferral / active EE | $21,000 | $5,711+267.7% | $5,010+319.2% | $6,691+213.9% |
| Admin fee / account holder | $22,118 | $17,287+27.9% | $11,028+100.6% | $13,402+65.0% |