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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 | $102,422-33.0% | $147,117-53.4% | $80,959-15.3% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 21.26% | 135.16%-113.9pp | 420.54%-399.3pp | 35.67%-14.4pp |
| Employer contribution / active EE | $2,782 | $3,717-25.2% | $4,932-43.6% | $2,757+0.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $862 | $7,953-89.2% | $12,993-93.4% | $6,925-87.6% |