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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 | $58,571 | $70,121-16.5% | $63,803-8.2% | $138,895-57.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.53% | 946.48%-930.9pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,403 | $2,882-51.3% | $2,532-44.6% | $4,194-66.6% |
| Participant deferral / active EE | $3,239 | $4,535-28.6% | $3,843-15.7% | $6,396-49.4% |
| Admin fee / account holder | $3,882 | $6,738-42.4% | $5,196-25.3% | $12,562-69.1% |