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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 | $60,372 | $103,008-41.4% | $90,304-33.1% | $152,897-60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.64% | 95.22%-79.6pp | 78.13%-62.5pp | 345.43%-329.8pp |
| Employer contribution / active EE | $8,454 | $3,139+169.3% | $2,855+196.1% | $4,764+77.5% |
| Participant deferral / active EE | $6,737 | $4,281+57.3% | $3,885+73.4% | $5,851+15.1% |
| Admin fee / account holder | $698 | $6,175-88.7% | $5,354-87.0% | $11,599-94.0% |