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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 | $57,997 | $111,830-48.1% | $93,696-38.1% | $145,884-60.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.61% | 204.08%-191.5pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,428 | $3,093+107.8% | $2,422+165.4% | $4,662+37.9% |
| Participant deferral / active EE | $5,807 | $4,920+18.0% | $4,417+31.5% | $6,690-13.2% |
| Admin fee / account holder | $2,844 | $10,249-72.2% | $8,287-65.7% | $13,392-78.8% |