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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 | $51,844 | $111,814-53.6% | $93,654-44.6% | $145,959-64.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.70% | 203.30%-194.6pp | 133.34%-124.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,508 | $3,092-18.9% | $2,421+3.6% | $4,661-46.2% |
| Participant deferral / active EE | $6,229 | $4,914+26.8% | $4,413+41.2% | $6,689-6.9% |
| Admin fee / account holder | $677 | $10,246-93.4% | $8,282-91.8% | $13,398-94.9% |