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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 | $71,719 | $99,652-28.0% | $78,778-9.0% | $147,586-51.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.11% | 47.28%-30.2pp | 35.62%-18.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $516 | $2,796-81.5% | $1,986-74.0% | $4,876-89.4% |
| Participant deferral / active EE | $3,057 | $3,664-16.6% | $2,958+3.3% | $5,439-43.8% |
| Admin fee / account holder | $4,429 | $7,155-38.1% | $5,134-13.7% | $10,886-59.3% |