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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 | $68,607 | $102,382-33.0% | $147,005-53.3% | $80,874-15.2% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 21.26% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.4pp |
| Employer contribution / active EE | $2,782 | $3,715-25.1% | $4,934-43.6% | $2,756+0.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $862 | $7,942-89.1% | $13,006-93.4% | $6,935-87.6% |