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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 | $76,139 | $105,210-27.6% | $159,487-52.3% | $85,851-11.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.71% | 45.08%-29.4pp | 263.71%-248.0pp | 318.63%-302.9pp |
| Employer contribution / active EE | $2,119 | $3,319-36.2% | $4,831-56.1% | $2,565-17.4% |
| Participant deferral / active EE | $4,288 | $5,946-27.9% | $7,354-41.7% | $3,952+8.5% |
| Admin fee / account holder | $37,506 | $6,934+440.9% | $10,804+247.2% | $6,261+499.0% |