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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 | $99,921-27.5% | $85,009-14.8% | $145,959-50.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 202.75% | 83.89%+118.9pp | 66.47%+136.3pp | 561.95%-359.2pp |
| Employer contribution / active EE | $2,041 | $3,233-36.9% | $2,728-25.2% | $4,661-56.2% |
| Participant deferral / active EE | $8,990 | $5,293+69.9% | $4,522+98.8% | $6,689+34.4% |
| Admin fee / account holder | $493 | $7,252-93.2% | $6,153-92.0% | $13,398-96.3% |