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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 | $77,067 | $111,785-31.1% | $93,669-17.7% | $145,877-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.46% | 203.79%-194.3pp | 133.59%-124.1pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,985 | $3,096-35.9% | $2,424-18.1% | $4,663-57.4% |
| Participant deferral / active EE | $1,946 | $4,919-60.4% | $4,416-55.9% | $6,691-70.9% |
| Admin fee / account holder | $1,033 | $10,256-89.9% | $8,291-87.5% | $13,402-92.3% |