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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 | $77,832 | $111,785-30.4% | $93,669-16.9% | $145,877-46.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.54% | 203.79%-191.2pp | 133.59%-121.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,016 | $3,096-34.9% | $2,424-16.8% | $4,663-56.8% |
| Participant deferral / active EE | $3,355 | $4,919-31.8% | $4,416-24.0% | $6,691-49.9% |
| Admin fee / account holder | $1,960 | $10,256-80.9% | $8,291-76.4% | $13,402-85.4% |