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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 | $43,543 | $70,366-38.1% | $66,674-34.7% | $138,895-68.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.72% | 386.41%-358.7pp | 321.24%-293.5pp | 145.39%-117.7pp |
| Employer contribution / active EE | $3,180 | $2,765+15.0% | $2,620+21.4% | $4,194-24.2% |
| Participant deferral / active EE | $6,465 | $4,374+47.8% | $4,084+58.3% | $6,396+1.1% |
| Admin fee / account holder | $1,152 | $5,262-78.1% | $5,098-77.4% | $12,562-90.8% |