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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 | $79,691 | $95,415-16.5% | $185,851-57.1% | $85,851-7.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.57% | 23.59%-8.0pp | 122.11%-106.5pp | 318.63%-303.1pp |
| Employer contribution / active EE | $7,072 | $3,314+113.4% | $5,168+36.8% | $2,565+175.7% |
| Participant deferral / active EE | $4,662 | $3,424+36.2% | $5,569-16.3% | $3,952+18.0% |
| Admin fee / account holder | $9,985 | $7,215+38.4% | $16,245-38.5% | $6,261+59.5% |