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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 | $67,650 | $106,918-36.7% | $84,021-19.5% | $152,897-55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.94% | 105.01%-88.1pp | 71.32%-54.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $1,394 | $2,735-49.0% | $1,984-29.7% | $4,764-70.7% |
| Participant deferral / active EE | $3,329 | $4,012-17.0% | $3,239+2.8% | $5,851-43.1% |
| Admin fee / account holder | $1,311 | $8,288-84.2% | $6,102-78.5% | $11,599-88.7% |