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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 | $81,457 | $111,785-27.1% | $93,669-13.0% | $145,877-44.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.26% | 203.79%-195.5pp | 133.59%-125.3pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,136 | $3,096-31.0% | $2,424-11.8% | $4,663-54.2% |
| Participant deferral / active EE | $5,625 | $4,919+14.4% | $4,416+27.4% | $6,691-15.9% |
| Admin fee / account holder | $5,250 | $10,256-48.8% | $8,291-36.7% | $13,402-60.8% |