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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 | $77,802 | $65,566+18.7% | $86,235-9.8% | $75,177+3.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.01% | 46.07%-31.1pp | 1170.03%-1155.0pp | 160.75%-145.7pp |
| Employer contribution / active EE | $976 | $1,553-37.1% | $2,381-59.0% | $2,671-63.4% |
| Participant deferral / active EE | $3,133 | $3,023+3.6% | $3,987-21.4% | $4,126-24.1% |
| Admin fee / account holder | $2,537 | $5,470-53.6% | $6,856-63.0% | $5,651-55.1% |