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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 | $79,365 | $99,652-20.4% | $78,778+0.7% | $147,586-46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.63% | 47.28%-38.7pp | 35.62%-27.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,054 | $2,796-62.3% | $1,986-46.9% | $4,876-78.4% |
| Participant deferral / active EE | $2,283 | $3,664-37.7% | $2,958-22.8% | $5,439-58.0% |
| Admin fee / account holder | $7,904 | $7,155+10.5% | $5,134+54.0% | $10,886-27.4% |