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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 | $68,980 | $118,877-42.0% | $96,570-28.6% | $167,536-58.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.57% | 50.50%-23.9pp | 37.79%-11.2pp | 478.82%-452.2pp |
| Employer contribution / active EE | $12,561 | $3,121+302.5% | $2,357+432.9% | $4,839+159.6% |
| Participant deferral / active EE | $6,500 | $4,617+40.8% | $3,849+68.9% | $6,342+2.5% |
| Admin fee / account holder | $1,978 | $8,069-75.5% | $6,182-68.0% | $12,315-83.9% |