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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 | $108,856 | $232,540-53.2% | $185,117-41.2% | $147,586-26.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.48% | 43.03%-18.6pp | 40.50%-16.0pp | 578.59%-554.1pp |
| Employer contribution / active EE | $1,537 | $5,195-70.4% | $4,182-63.2% | $4,876-68.5% |
| Participant deferral / active EE | $9,181 | $5,834+57.4% | $5,045+82.0% | $5,439+68.8% |
| Admin fee / account holder | $3,828 | $10,275-62.7% | $8,159-53.1% | $10,886-64.8% |