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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 | $71,923 | $110,629-35.0% | $80,784-11.0% | $167,553-57.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.97% | 120.58%-103.6pp | 87.31%-70.3pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,884 | $1,543+86.9% | $1,160+148.5% | $4,840-40.4% |
| Participant deferral / active EE | $2,174 | $2,871-24.3% | $2,145+1.3% | $6,343-65.7% |
| Admin fee / account holder | $7,857 | $4,547+72.8% | $3,380+132.5% | $12,316-36.2% |