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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 | $84,716 | $118,708-28.6% | $98,920-14.4% | $158,982-46.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.67% | 372.49%-361.8pp | 196.47%-185.8pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,700 | $3,334-49.0% | $2,689-36.8% | $4,763-64.3% |
| Participant deferral / active EE | $3,749 | $5,089-26.3% | $4,245-11.7% | $5,983-37.3% |
| Admin fee / account holder | $874 | $10,134-91.4% | $6,643-86.8% | $11,252-92.2% |