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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 | $58,073 | $110,551-47.5% | $80,741-28.1% | $167,536-65.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.71% | 120.57%-101.9pp | 87.30%-68.6pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,143 | $1,543+38.9% | $1,160+84.7% | $4,839-55.7% |
| Participant deferral / active EE | $1,767 | $2,870-38.5% | $2,145-17.7% | $6,342-72.1% |
| Admin fee / account holder | $634 | $4,547-86.1% | $3,380-81.2% | $12,315-94.8% |