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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 | $31,975 | $111,830-71.4% | $93,696-65.9% | $145,884-78.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.67% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,831 | $3,093-40.8% | $2,422-24.4% | $4,662-60.7% |
| Participant deferral / active EE | $6,360 | $4,920+29.3% | $4,417+44.0% | $6,690-4.9% |
| Admin fee / account holder | $976 | $10,249-90.5% | $8,287-88.2% | $13,392-92.7% |