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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 | $100,073-44.1% | $85,126-34.3% | $145,877-61.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.61% | 84.11%-62.5pp | 66.63%-45.0pp | 551.28%-529.7pp |
| Employer contribution / active EE | $1,224 | $3,236-62.2% | $2,731-55.2% | $4,663-73.7% |
| Participant deferral / active EE | $6,469 | $5,294+22.2% | $4,523+43.0% | $6,691-3.3% |
| Admin fee / account holder | $1,931 | $7,261-73.4% | $6,160-68.7% | $13,402-85.6% |