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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 | $45,743 | $73,546-37.8% | $63,018-27.4% | $147,586-69.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.43% | 175.56%-162.1pp | 87.62%-74.2pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,674 | $3,324-19.5% | $2,761-3.1% | $4,876-45.2% |
| Participant deferral / active EE | $6,558 | $4,185+56.7% | $3,330+97.0% | $5,439+20.6% |
| Admin fee / account holder | $6,046 | $5,956+1.5% | $3,601+67.9% | $10,886-44.5% |