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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 | $73,661 | $105,200-30.0% | $159,474-53.8% | $85,847-14.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.19% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,537 | $3,319-23.6% | $4,831-47.5% | $2,565-1.1% |
| Participant deferral / active EE | $4,273 | $5,946-28.1% | $7,353-41.9% | $3,952+8.1% |
| Admin fee / account holder | $2,473 | $6,934-64.3% | $10,802-77.1% | $6,261-60.5% |