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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 | $71,754 | $103,008-30.3% | $90,304-20.5% | $152,897-53.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.38% | 95.22%-73.8pp | 78.13%-56.8pp | 345.43%-324.1pp |
| Employer contribution / active EE | $4,060 | $3,139+29.3% | $2,855+42.2% | $4,764-14.8% |
| Participant deferral / active EE | $8,107 | $4,281+89.3% | $3,885+108.7% | $5,851+38.5% |
| Admin fee / account holder | $29,915 | $6,175+384.5% | $5,354+458.7% | $11,599+157.9% |