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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 | $77,330 | $112,935-31.5% | $90,970-15.0% | $158,966-51.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.99% | 215.79%-210.8pp | 134.58%-129.6pp | 302.95%-298.0pp |
| Employer contribution / active EE | $1,203 | $2,895-58.4% | $2,122-43.3% | $4,762-74.7% |
| Participant deferral / active EE | $2,999 | $4,129-27.4% | $3,373-11.1% | $5,983-49.9% |
| Admin fee / account holder | $4,402 | $8,045-45.3% | $5,960-26.1% | $11,250-60.9% |