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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 | $97,082 | $88,596+9.6% | $70,098+38.5% | $134,509-27.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.53% | 442.67%-442.1pp | 190.76%-190.2pp | 418.13%-417.6pp |
| Employer contribution / active EE | $2,499 | $3,235-22.8% | $2,560-2.4% | $4,741-47.3% |
| Participant deferral / active EE | $9,931 | $4,772+108.1% | $3,849+158.0% | $6,400+55.2% |
| Admin fee / account holder | $800 | $10,441-92.3% | $6,266-87.2% | $11,427-93.0% |