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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 | $58,657 | $99,921-41.3% | $85,009-31.0% | $145,959-59.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 83.89%-69.8pp | 66.47%-52.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $13,792 | $3,233+326.6% | $2,728+405.5% | $4,661+195.9% |
| Participant deferral / active EE | $2,320 | $5,293-56.2% | $4,522-48.7% | $6,689-65.3% |
| Admin fee / account holder | $1,101 | $7,252-84.8% | $6,153-82.1% | $13,398-91.8% |