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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 | $55,950 | $99,921-44.0% | $85,009-34.2% | $145,959-61.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.61% | 83.89%-62.3pp | 66.47%-44.9pp | 561.95%-540.3pp |
| Employer contribution / active EE | $1,224 | $3,233-62.1% | $2,728-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $6,469 | $5,293+22.2% | $4,522+43.1% | $6,689-3.3% |
| Admin fee / account holder | $1,931 | $7,252-73.4% | $6,153-68.6% | $13,398-85.6% |