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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 | $74,215 | $109,904-32.5% | $97,167-23.6% | $145,959-49.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.93% | 243.43%-226.5pp | 75.27%-58.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,041 | $3,084-66.3% | $2,729-61.9% | $4,661-77.7% |
| Participant deferral / active EE | $6,182 | $4,676+32.2% | $4,264+45.0% | $6,689-7.6% |
| Admin fee / account holder | $51,674 | $6,216+731.3% | $5,650+814.6% | $13,398+285.7% |