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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 | $42,885 | $73,518-41.7% | $63,005-31.9% | $147,585-70.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.74% | 175.46%-159.7pp | 87.59%-71.9pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,185 | $3,322-64.3% | $2,760-57.1% | $4,876-75.7% |
| Participant deferral / active EE | $5,590 | $4,183+33.6% | $3,329+67.9% | $5,439+2.8% |
| Admin fee / account holder | $1,005 | $5,952-83.1% | $3,599-72.1% | $10,886-90.8% |