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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 | $50,918 | $111,830-54.5% | $93,696-45.7% | $145,884-65.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.27% | 204.08%-194.8pp | 133.74%-124.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,464 | $3,093-52.7% | $2,422-39.6% | $4,662-68.6% |
| Participant deferral / active EE | $4,111 | $4,920-16.4% | $4,417-6.9% | $6,690-38.5% |
| Admin fee / account holder | $5,930 | $10,249-42.1% | $8,287-28.4% | $13,392-55.7% |