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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 | $71,106 | $104,937-32.2% | $84,628-16.0% | $152,897-53.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.77% | 373.88%-350.1pp | 258.80%-235.0pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,874 | $3,303-43.3% | $2,653-29.4% | $4,764-60.7% |
| Participant deferral / active EE | $5,527 | $4,690+17.8% | $3,900+41.7% | $5,851-5.5% |
| Admin fee / account holder | $12,149 | $6,243+94.6% | $4,914+147.2% | $11,599+4.7% |