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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 | $57,872 | $111,878-48.3% | $93,727-38.3% | $145,897-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.77% | 204.28%-195.5pp | 133.83%-125.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,921 | $3,092-37.9% | $2,421-20.7% | $4,663-58.8% |
| Participant deferral / active EE | $4,876 | $4,920-0.9% | $4,417+10.4% | $6,689-27.1% |
| Admin fee / account holder | $3,775 | $10,256-63.2% | $8,292-54.5% | $13,390-71.8% |