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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 | $79,378 | $83,337-4.8% | $67,834+17.0% | $273,972-71.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.93% | 259.45%-256.5pp | 138.47%-135.5pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,880 | $3,287-42.8% | $2,403-21.8% | $4,869-61.4% |
| Participant deferral / active EE | $9,500 | $4,088+132.4% | $3,160+200.7% | $5,287+79.7% |
| Admin fee / account holder | $5,049 | $6,752-25.2% | $4,622+9.2% | $10,133-50.2% |