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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 | $70,222 | $103,008-31.8% | $90,304-22.2% | $152,897-54.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.96% | 95.22%-80.3pp | 78.13%-63.2pp | 345.43%-330.5pp |
| Employer contribution / active EE | $2,070 | $3,139-34.1% | $2,855-27.5% | $4,764-56.6% |
| Participant deferral / active EE | $6,918 | $4,281+61.6% | $3,885+78.1% | $5,851+18.2% |
| Admin fee / account holder | $58,837 | $6,175+852.9% | $5,354+999.0% | $11,599+407.2% |