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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 | $67,501 | $106,905-36.9% | $84,020-19.7% | $152,885-55.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.5%+12.8pp |
| Annual return | 13.75% | 105.00%-91.2pp | 71.31%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $6,020 | $2,735+120.1% | $1,984+203.5% | $4,763+26.4% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,986 | $8,287-64.0% | $6,101-51.1% | $11,598-74.3% |