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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 | $111,830-22.9% | $93,696-7.9% | $145,884-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.86% | 204.08%-186.2pp | 133.74%-115.9pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,152 | $3,093-62.8% | $2,422-52.4% | $4,662-75.3% |
| Participant deferral / active EE | $4,194 | $4,920-14.8% | $4,417-5.0% | $6,690-37.3% |
| Admin fee / account holder | $8,164 | $10,249-20.3% | $8,287-1.5% | $13,392-39.0% |