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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 | $69,260 | $110,039-37.1% | $97,260-28.8% | $145,884-52.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 244.44%-229.2pp | 75.54%-60.3pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,567 | $3,074+16.0% | $2,721+31.1% | $4,662-23.5% |
| Participant deferral / active EE | $14,263 | $4,674+205.2% | $4,262+234.7% | $6,690+113.2% |
| Admin fee / account holder | $802 | $6,204-87.1% | $5,640-85.8% | $13,392-94.0% |