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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 | $28,743 | $111,830-74.3% | $93,696-69.3% | $145,884-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.99% | 204.08%-195.1pp | 133.74%-124.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,482 | $3,093-19.8% | $2,422+2.5% | $4,662-46.8% |
| Participant deferral / active EE | $10,122 | $4,920+105.7% | $4,417+129.2% | $6,690+51.3% |
| Admin fee / account holder | $5,624 | $10,249-45.1% | $8,287-32.1% | $13,392-58.0% |