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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 | $77,013 | $102,422-24.8% | $147,117-47.7% | $80,959-4.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.99% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,634 | $3,717-2.2% | $4,932-26.3% | $2,757+31.8% |
| Participant deferral / active EE | $8,464 | $6,652+27.2% | $8,065+5.0% | $4,300+96.8% |
| Admin fee / account holder | $11,444 | $7,953+43.9% | $12,993-11.9% | $6,925+65.2% |