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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 | $90,198 | $47,479+90.0% | $62,929+43.3% | $82,448+9.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.76% | 20.34%-8.6pp | 1063.93%-1052.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,024 | $1,885-45.7% | $2,505-59.1% | $2,551-59.9% |
| Participant deferral / active EE | $3,284 | $2,870+14.4% | $3,888-15.5% | $4,139-20.7% |
| Admin fee / account holder | $1,472 | $3,804-61.3% | $5,065-70.9% | $7,234-79.6% |