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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 | $63,503 | $108,882-41.7% | $96,754-34.4% | $154,746-59.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.81% | 98.39%-84.6pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,075 | $3,018-64.4% | $2,679-59.9% | $4,379-75.5% |
| Participant deferral / active EE | $6,912 | $5,323+29.9% | $4,758+45.3% | $6,730+2.7% |
| Admin fee / account holder | $1,641 | $10,200-83.9% | $8,905-81.6% | $14,365-88.6% |