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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 | $60,426 | $100,139-39.7% | $85,187-29.1% | $145,884-58.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 84.15%-73.4pp | 66.67%-55.9pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,703 | $3,238-16.5% | $2,732-1.1% | $4,662-42.0% |
| Participant deferral / active EE | $6,598 | $5,296+24.6% | $4,525+45.8% | $6,690-1.4% |
| Admin fee / account holder | $13,510 | $7,262+86.0% | $6,162+119.3% | $13,392+0.9% |