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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 | $80,576 | $110,801-27.3% | $86,868-7.2% | $167,518-51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.77% | 117.00%-106.2pp | 63.53%-52.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,804 | $3,245-44.4% | $2,496-27.7% | $4,838-62.7% |
| Participant deferral / active EE | $4,440 | $4,547-2.3% | $3,699+20.0% | $6,342-30.0% |
| Admin fee / account holder | $1,298 | $8,417-84.6% | $5,829-77.7% | $12,312-89.5% |