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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 | $64,670 | $115,810-44.2% | $101,271-36.1% | $158,966-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.38% | 56.15%-33.8pp | 46.48%-24.1pp | 302.95%-280.6pp |
| Employer contribution / active EE | $2,854 | $4,175-31.6% | $3,660-22.0% | $4,762-40.1% |
| Participant deferral / active EE | $13,757 | $4,958+177.4% | $4,371+214.7% | $5,983+129.9% |
| Admin fee / account holder | $680 | $7,248-90.6% | $5,948-88.6% | $11,250-94.0% |