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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 | $71,875 | $110,093-34.7% | $97,295-26.1% | $145,897-50.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.30% | 244.76%-235.5pp | 75.62%-66.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,097 | $3,077-31.9% | $2,723-23.0% | $4,663-55.0% |
| Participant deferral / active EE | $8,039 | $4,678+71.9% | $4,264+88.6% | $6,689+20.2% |
| Admin fee / account holder | $8,652 | $6,212+39.3% | $5,646+53.2% | $13,390-35.4% |