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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 | $66,694 | $116,203-42.6% | $93,621-28.8% | $152,897-56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.07% | 35.96%-16.9pp | 32.76%-13.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $7,037 | $3,219+118.6% | $2,719+158.8% | $4,764+47.7% |
| Participant deferral / active EE | $7,323 | $4,605+59.0% | $4,070+80.0% | $5,851+25.2% |
| Admin fee / account holder | $5,455 | $10,751-49.3% | $7,890-30.9% | $11,599-53.0% |