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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 | $36,628 | $95,664-61.7% | $76,902-52.4% | $139,487-73.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.83% | 55.03%-37.2pp | 37.91%-20.1pp | 373.84%-356.0pp |
| Employer contribution / active EE | $2,120 | $3,147-32.6% | $2,534-16.3% | $4,755-55.4% |
| Participant deferral / active EE | $5,706 | $4,626+23.3% | $3,833+48.9% | $6,713-15.0% |
| Admin fee / account holder | $1,920 | $8,311-76.9% | $5,479-65.0% | $11,407-83.2% |