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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 | $97,765 | $138,076-29.2% | $123,553-20.9% | $135,380-27.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.42% | 153.70%-151.3pp | 119.21%-116.8pp | 519.81%-517.4pp |
| Employer contribution / active EE | $1,965 | $5,152-61.9% | $4,628-57.5% | $4,779-58.9% |
| Participant deferral / active EE | $9,243 | $6,800+35.9% | $6,426+43.8% | $5,609+64.8% |
| Admin fee / account holder | $6,612 | $10,917-39.4% | $9,284-28.8% | $10,828-38.9% |