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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 | $67,919 | $105,856-35.8% | $90,161-24.7% | $147,586-54.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.28% | 37.63%-22.3pp | 34.89%-19.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,733 | $4,126-58.0% | $3,318-47.8% | $4,876-64.5% |
| Participant deferral / active EE | $3,091 | $5,733-46.1% | $5,287-41.5% | $5,439-43.2% |
| Admin fee / account holder | $4,886 | $8,046-39.3% | $5,943-17.8% | $10,886-55.1% |