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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 | $59,513 | $289,211-79.4% | $260,467-77.2% | $198,609-70.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 2.11% | 112.90%-110.8pp | 100.60%-98.5pp | 202.70%-200.6pp |
| Employer contribution / active EE | $1,923 | $4,663-58.8% | $4,239-54.6% | $5,055-62.0% |
| Participant deferral / active EE | $3,000 | $6,812-56.0% | $6,319-52.5% | $6,977-57.0% |
| Admin fee / account holder | $20,835 | $16,236+28.3% | $15,461+34.8% | $19,030+9.5% |