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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 | $66,151 | $70,121-5.7% | $63,803+3.7% | $138,895-52.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.23% | 946.48%-932.2pp | 543.72%-529.5pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,627 | $2,882-43.6% | $2,532-35.8% | $4,194-61.2% |
| Participant deferral / active EE | $2,022 | $4,535-55.4% | $3,843-47.4% | $6,396-68.4% |
| Admin fee / account holder | $1,709 | $6,738-74.6% | $5,196-67.1% | $12,562-86.4% |