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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 | $80,703 | $106,923-24.5% | $84,023-4.0% | $152,909-47.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.20% | 105.02%-86.8pp | 71.32%-53.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $3,450 | $2,735+26.1% | $1,984+73.9% | $4,764-27.6% |
| Participant deferral / active EE | $6,069 | $4,013+51.3% | $3,239+87.4% | $5,851+3.7% |
| Admin fee / account holder | $1,382 | $8,289-83.3% | $6,102-77.3% | $11,601-88.1% |