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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 | $72,413 | $100,203-27.7% | $85,240-15.0% | $145,897-50.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 202.75% | 84.28%+118.5pp | 66.75%+136.0pp | 552.29%-349.5pp |
| Employer contribution / active EE | $2,041 | $3,242-37.1% | $2,735-25.4% | $4,663-56.2% |
| Participant deferral / active EE | $8,990 | $5,299+69.7% | $4,527+98.6% | $6,689+34.4% |
| Admin fee / account holder | $493 | $7,265-93.2% | $6,165-92.0% | $13,390-96.3% |