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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 | $71,531 | $125,778-43.1% | $114,563-37.6% | $154,746-53.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.72% | 295.14%-278.4pp | 241.09%-224.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,520 | $2,806-45.8% | $2,592-41.4% | $4,379-65.3% |
| Participant deferral / active EE | $7,829 | $4,445+76.1% | $4,142+89.0% | $6,730+16.3% |
| Admin fee / account holder | $29,991 | $8,190+266.2% | $7,623+293.4% | $14,365+108.8% |