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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 | $86,273 | $111,878-22.9% | $93,727-8.0% | $145,897-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.86% | 204.28%-186.4pp | 133.83%-116.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,152 | $3,092-62.7% | $2,421-52.4% | $4,663-75.3% |
| Participant deferral / active EE | $4,194 | $4,920-14.8% | $4,417-5.1% | $6,689-37.3% |
| Admin fee / account holder | $8,164 | $10,256-20.4% | $8,292-1.5% | $13,390-39.0% |