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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 | $62,534 | $68,394-8.6% | $94,672-33.9% | $75,177-16.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 27.26% | 616.92%-589.7pp | 156.89%-129.6pp | 160.75%-133.5pp |
| Employer contribution / active EE | $2,170 | $2,701-19.6% | $3,673-40.9% | $2,671-18.7% |
| Participant deferral / active EE | $6,038 | $6,536-7.6% | $7,417-18.6% | $4,126+46.3% |
| Admin fee / account holder | $18,190 | $5,326+241.5% | $7,222+151.9% | $5,651+221.9% |