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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 | $71,390 | $110,039-35.1% | $97,260-26.6% | $145,884-51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.79% | 244.44%-229.7pp | 75.54%-60.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,100 | $3,074-31.7% | $2,721-22.8% | $4,662-54.9% |
| Participant deferral / active EE | $1,267 | $4,674-72.9% | $4,262-70.3% | $6,690-81.1% |
| Admin fee / account holder | $6,683 | $6,204+7.7% | $5,640+18.5% | $13,392-50.1% |