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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 | $62,032 | $112,933-45.1% | $90,970-31.8% | $158,982-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 105.25% | 215.82%-110.6pp | 134.60%-29.3pp | 302.99%-197.7pp |
| Employer contribution / active EE | $2,129 | $2,893-26.4% | $2,122+0.3% | $4,763-55.3% |
| Participant deferral / active EE | $1,985 | $4,128-51.9% | $3,373-41.1% | $5,983-66.8% |
| Admin fee / account holder | $68,727 | $8,047+754.1% | $5,961+1053.0% | $11,252+510.8% |