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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 | $55,819 | $111,785-50.1% | $93,669-40.4% | $145,877-61.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.54% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $711 | $3,096-77.0% | $2,424-70.7% | $4,663-84.8% |
| Participant deferral / active EE | $20,333 | $4,919+313.4% | $4,416+360.5% | $6,691+203.9% |
| Admin fee / account holder | $463 | $10,256-95.5% | $8,291-94.4% | $13,402-96.5% |