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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 | $84,214 | $110,039-23.5% | $97,260-13.4% | $145,884-42.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.40% | 244.44%-234.0pp | 75.54%-65.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $12,384 | $3,074+302.8% | $2,721+355.1% | $4,662+165.6% |
| Participant deferral / active EE | $4,036 | $4,674-13.6% | $4,262-5.3% | $6,690-39.7% |
| Admin fee / account holder | $1,757 | $6,204-71.7% | $5,640-68.9% | $13,392-86.9% |