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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 | $26,796 | $111,830-76.0% | $93,696-71.4% | $145,884-81.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.57% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,446 | $3,093-20.9% | $2,422+1.0% | $4,662-47.5% |
| Participant deferral / active EE | $4,791 | $4,920-2.6% | $4,417+8.5% | $6,690-28.4% |
| Admin fee / account holder | $6,850 | $10,249-33.2% | $8,287-17.3% | $13,392-48.9% |