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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 | $44,512 | $111,830-60.2% | $93,696-52.5% | $145,884-69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.67% | 204.08%-194.4pp | 133.74%-124.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,380 | $3,093-55.4% | $2,422-43.0% | $4,662-70.4% |
| Participant deferral / active EE | $2,853 | $4,920-42.0% | $4,417-35.4% | $6,690-57.4% |
| Admin fee / account holder | $1,965 | $10,249-80.8% | $8,287-76.3% | $13,392-85.3% |