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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 | $77,415 | $96,123-19.5% | $77,361+0.1% | $198,609-61.0% |
| Participation rate | 77.8% | 81.1%-3.3pp | 75.0%+2.8pp | 82.4%-4.6pp |
| Annual return | 7.22% | 2054.81%-2047.6pp | 1011.54%-1004.3pp | 202.70%-195.5pp |
| Employer contribution / active EE | $1,988 | $3,791-47.5% | $2,990-33.5% | $5,055-60.7% |
| Participant deferral / active EE | $5,862 | $4,975+17.8% | $3,911+49.9% | $6,977-16.0% |
| Admin fee / account holder | $1,114 | $9,471-88.2% | $5,894-81.1% | $19,030-94.1% |