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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 | $65,955 | $91,037-27.6% | $71,671-8.0% | $147,586-55.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.36% | 20.48%-6.1pp | 20.65%-6.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,560 | $3,327-53.1% | $2,460-36.6% | $4,876-68.0% |
| Participant deferral / active EE | $3,989 | $4,498-11.3% | $3,438+16.0% | $5,439-26.7% |
| Admin fee / account holder | $567 | $8,613-93.4% | $5,558-89.8% | $10,886-94.8% |