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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 | $87,751 | $111,830-21.5% | $93,696-6.3% | $145,884-39.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.48% | 204.08%-192.6pp | 133.74%-122.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,924 | $3,093-5.5% | $2,422+20.7% | $4,662-37.3% |
| Participant deferral / active EE | $5,861 | $4,920+19.1% | $4,417+32.7% | $6,690-12.4% |
| Admin fee / account holder | $728 | $10,249-92.9% | $8,287-91.2% | $13,392-94.6% |