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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 | $71,759 | $102,663-30.1% | $86,216-16.8% | $139,466-48.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.92% | 1924.52%-1909.6pp | 1169.42%-1154.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,736 | $3,035-9.8% | $2,382+14.9% | $4,754-42.4% |
| Participant deferral / active EE | $6,461 | $4,677+38.1% | $3,986+62.1% | $6,712-3.7% |
| Admin fee / account holder | $3,958 | $8,663-54.3% | $6,853-42.3% | $11,409-65.3% |