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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 | $99,189 | $99,079+0.1% | $78,002+27.2% | $273,972-63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.44% | 217.93%-210.5pp | 425.99%-418.5pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,433 | $3,308-56.7% | $2,470-42.0% | $4,869-70.6% |
| Participant deferral / active EE | $4,231 | $4,306-1.7% | $3,497+21.0% | $5,287-20.0% |
| Admin fee / account holder | $2,828 | $8,954-68.4% | $5,481-48.4% | $10,133-72.1% |