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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 | $76,252 | $112,121-32.0% | $95,960-20.5% | $158,966-52.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.24% | 171.16%-163.9pp | 91.63%-84.4pp | 302.95%-295.7pp |
| Employer contribution / active EE | $2,056 | $3,199-35.7% | $2,541-19.1% | $4,762-56.8% |
| Participant deferral / active EE | $8,226 | $4,784+71.9% | $4,167+97.4% | $5,983+37.5% |
| Admin fee / account holder | $1,649 | $10,135-83.7% | $6,797-75.7% | $11,250-85.3% |