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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 | $72,849 | $99,079-26.5% | $78,002-6.6% | $273,972-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.31% | 217.93%-207.6pp | 425.99%-415.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,179 | $3,308-64.4% | $2,470-52.3% | $4,869-75.8% |
| Participant deferral / active EE | $2,039 | $4,306-52.6% | $3,497-41.7% | $5,287-61.4% |
| Admin fee / account holder | $2,681 | $8,954-70.1% | $5,481-51.1% | $10,133-73.5% |