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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 | $69,739 | $102,393-31.9% | $147,041-52.6% | $80,911-13.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.77% | 134.95%-121.2pp | 419.21%-405.4pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,839 | $3,715+3.3% | $4,935-22.2% | $2,756+39.3% |
| Participant deferral / active EE | $5,773 | $6,647-13.2% | $8,071-28.5% | $4,297+34.3% |
| Admin fee / account holder | $983 | $7,943-87.6% | $13,006-92.4% | $6,935-85.8% |