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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 | $72,236 | $111,785-35.4% | $93,669-22.9% | $145,877-50.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.98% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,337 | $3,096-24.5% | $2,424-3.6% | $4,663-49.9% |
| Participant deferral / active EE | $7,483 | $4,919+52.1% | $4,416+69.5% | $6,691+11.8% |
| Admin fee / account holder | $5,777 | $10,256-43.7% | $8,291-30.3% | $13,402-56.9% |