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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 | $60,987 | $106,923-43.0% | $84,023-27.4% | $152,909-60.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.71% | 105.02%-88.3pp | 71.32%-54.6pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,027 | $2,735-62.5% | $1,984-48.2% | $4,764-78.4% |
| Participant deferral / active EE | $4,001 | $4,013-0.3% | $3,239+23.5% | $5,851-31.6% |
| Admin fee / account holder | $3,744 | $8,289-54.8% | $6,102-38.6% | $11,601-67.7% |