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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 | $74,083 | $100,073-26.0% | $85,126-13.0% | $145,877-49.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.67% | 84.11%-67.4pp | 66.63%-50.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,737 | $3,236-46.3% | $2,731-36.4% | $4,663-62.8% |
| Participant deferral / active EE | $3,434 | $5,294-35.1% | $4,523-24.1% | $6,691-48.7% |
| Admin fee / account holder | $80,336 | $7,261+1006.4% | $6,160+1204.1% | $13,402+499.4% |