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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 | $67,710 | $106,905-36.7% | $84,020-19.4% | $152,885-55.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.53% | 105.00%-86.5pp | 71.31%-52.8pp | 345.39%-326.9pp |
| Employer contribution / active EE | $1,801 | $2,735-34.1% | $1,984-9.2% | $4,763-62.2% |
| Participant deferral / active EE | $18,667 | $4,012+365.3% | $3,239+476.3% | $5,851+219.0% |
| Admin fee / account holder | $651 | $8,287-92.1% | $6,101-89.3% | $11,598-94.4% |