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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 | $44,572 | $100,203-55.5% | $85,240-47.7% | $145,897-69.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 84.28%-70.2pp | 66.75%-52.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,081 | $3,242-66.6% | $2,735-60.5% | $4,663-76.8% |
| Participant deferral / active EE | $1,895 | $5,299-64.2% | $4,527-58.1% | $6,689-71.7% |
| Admin fee / account holder | $10,053 | $7,265+38.4% | $6,165+63.1% | $13,390-24.9% |