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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 | $67,908 | $102,393-33.7% | $147,041-53.8% | $80,911-16.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.85% | 134.95%-117.1pp | 419.21%-401.4pp | 35.63%-17.8pp |
| Employer contribution / active EE | $5,482 | $3,715+47.5% | $4,935+11.1% | $2,756+98.9% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,514 | $7,943-68.4% | $13,006-80.7% | $6,935-63.8% |