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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 | $52,676 | $111,830-52.9% | $93,696-43.8% | $145,884-63.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.46% | 204.08%-195.6pp | 133.74%-125.3pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,392 | $3,093-55.0% | $2,422-42.5% | $4,662-70.1% |
| Participant deferral / active EE | $2,575 | $4,920-47.7% | $4,417-41.7% | $6,690-61.5% |
| Admin fee / account holder | $2,195 | $10,249-78.6% | $8,287-73.5% | $13,392-83.6% |