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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 | $80,865 | $111,830-27.7% | $93,696-13.7% | $145,884-44.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.89% | 204.08%-191.2pp | 133.74%-120.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,163 | $3,093-30.1% | $2,422-10.7% | $4,662-53.6% |
| Participant deferral / active EE | $23,000 | $4,920+367.5% | $4,417+420.7% | $6,690+243.8% |
| Admin fee / account holder | $538 | $10,249-94.8% | $8,287-93.5% | $13,392-96.0% |