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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 | $58,714 | $100,073-41.3% | $85,126-31.0% | $145,877-59.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.34% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,494 | $3,236-23.0% | $2,731-8.7% | $4,663-46.5% |
| Participant deferral / active EE | $4,844 | $5,294-8.5% | $4,523+7.1% | $6,691-27.6% |
| Admin fee / account holder | $423 | $7,261-94.2% | $6,160-93.1% | $13,402-96.8% |