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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 | $43,332 | $99,079-56.3% | $78,002-44.4% | $273,972-84.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.47% | 217.93%-212.5pp | 425.99%-420.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,734 | $3,308-47.6% | $2,470-29.8% | $4,869-64.4% |
| Participant deferral / active EE | $5,705 | $4,306+32.5% | $3,497+63.1% | $5,287+7.9% |
| Admin fee / account holder | $7,404 | $8,954-17.3% | $5,481+35.1% | $10,133-26.9% |