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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 | $59,257 | $111,785-47.0% | $93,669-36.7% | $145,877-59.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.73% | 203.79%-193.1pp | 133.59%-122.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,063 | $3,096-33.4% | $2,424-14.9% | $4,663-55.8% |
| Participant deferral / active EE | $2,579 | $4,919-47.6% | $4,416-41.6% | $6,691-61.4% |
| Admin fee / account holder | $1,569 | $10,256-84.7% | $8,291-81.1% | $13,402-88.3% |