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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 | $100,203-44.2% | $85,240-34.4% | $145,897-61.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.61% | 84.28%-62.7pp | 66.75%-45.1pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,224 | $3,242-62.2% | $2,735-55.2% | $4,663-73.7% |
| Participant deferral / active EE | $6,469 | $5,299+22.1% | $4,527+42.9% | $6,689-3.3% |
| Admin fee / account holder | $1,931 | $7,265-73.4% | $6,165-68.7% | $13,390-85.6% |