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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 | $61,998 | $102,382-39.4% | $147,005-57.8% | $80,874-23.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.81% | 134.89%-115.1pp | 418.76%-399.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $2,947 | $3,715-20.7% | $4,934-40.3% | $2,756+7.0% |
| Participant deferral / active EE | $5,080 | $6,646-23.6% | $8,070-37.0% | $4,297+18.2% |
| Admin fee / account holder | $3,214 | $7,942-59.5% | $13,006-75.3% | $6,935-53.7% |