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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 | $26,244 | $73,546-64.3% | $63,018-58.4% | $147,586-82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.90% | 175.56%-162.7pp | 87.62%-74.7pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,463 | $3,324+4.2% | $2,761+25.4% | $4,876-29.0% |
| Participant deferral / active EE | $6,020 | $4,185+43.9% | $3,330+80.8% | $5,439+10.7% |
| Admin fee / account holder | $2,127 | $5,956-64.3% | $3,601-40.9% | $10,886-80.5% |