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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 | $65,356 | $73,518-11.1% | $63,003+3.7% | $147,585-55.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.75% | 175.46%-156.7pp | 87.59%-68.8pp | 578.57%-559.8pp |
| Employer contribution / active EE | $2,109 | $3,322-36.5% | $2,760-23.6% | $4,876-56.8% |
| Participant deferral / active EE | $3,223 | $4,183-23.0% | $3,329-3.2% | $5,439-40.7% |
| Admin fee / account holder | $6,225 | $5,952+4.6% | $3,600+72.9% | $10,885-42.8% |