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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 | $65,645 | $100,139-34.4% | $85,187-22.9% | $145,884-55.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 84.15%-74.9pp | 66.67%-57.4pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,905 | $3,238-41.2% | $2,732-30.3% | $4,662-59.1% |
| Participant deferral / active EE | $4,219 | $5,296-20.3% | $4,525-6.8% | $6,690-36.9% |
| Admin fee / account holder | $1,388 | $7,262-80.9% | $6,162-77.5% | $13,392-89.6% |