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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 | $96,289 | $112,933-14.7% | $90,970+5.8% | $158,982-39.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.51% | 215.82%-196.3pp | 134.60%-115.1pp | 302.99%-283.5pp |
| Employer contribution / active EE | $1,625 | $2,893-43.8% | $2,122-23.4% | $4,763-65.9% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $546 | $8,047-93.2% | $5,961-90.8% | $11,252-95.1% |