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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 | $67,983 | $58,275+16.7% | $81,844-16.9% | $80,935-16.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.01% | 41.82%-28.8pp | 778.87%-765.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,961 | $2,346-16.4% | $2,916-32.7% | $2,757-28.9% |
| Participant deferral / active EE | $2,899 | $3,285-11.8% | $4,323-32.9% | $4,299-32.6% |
| Admin fee / account holder | $675 | $4,749-85.8% | $7,355-90.8% | $6,924-90.3% |