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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 | $88,411 | $111,878-21.0% | $93,727-5.7% | $145,897-39.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.63% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,572 | $3,092-49.2% | $2,421-35.1% | $4,663-66.3% |
| Participant deferral / active EE | $12,093 | $4,920+145.8% | $4,417+173.8% | $6,689+80.8% |
| Admin fee / account holder | $774 | $10,256-92.5% | $8,292-90.7% | $13,390-94.2% |