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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 | $77,328 | $107,015-27.7% | $73,545+5.1% | $147,585-47.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.03% | 38.25%-29.2pp | -15.16%+24.2pp | 578.58%-569.6pp |
| Employer contribution / active EE | $1,737 | $1,760-1.3% | $1,219+42.5% | $4,876-64.4% |
| Participant deferral / active EE | $6,278 | $2,462+155.1% | $1,806+247.6% | $5,439+15.4% |
| Admin fee / account holder | $1,754 | $3,055-42.6% | $2,320-24.4% | $10,886-83.9% |