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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 | $56,090 | $156,616-64.2% | $133,346-57.9% | $198,609-71.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 20.45% | 44.25%-23.8pp | 36.85%-16.4pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,405 | $3,368-28.6% | $2,853-15.7% | $5,055-52.4% |
| Participant deferral / active EE | $7,074 | $4,920+43.8% | $4,332+63.3% | $6,977+1.4% |
| Admin fee / account holder | $2,861 | $17,468-83.6% | $14,264-79.9% | $19,030-85.0% |