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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 | $72,624 | $111,814-35.0% | $93,654-22.5% | $145,959-50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.61% | 203.30%-191.7pp | 133.34%-121.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $9,274 | $3,092+200.0% | $2,421+283.1% | $4,661+99.0% |
| Participant deferral / active EE | $4,419 | $4,914-10.1% | $4,413+0.1% | $6,689-33.9% |
| Admin fee / account holder | $1,551 | $10,246-84.9% | $8,282-81.3% | $13,398-88.4% |