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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 | $88,784 | $102,635-13.5% | $86,209+3.0% | $139,456-36.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.51% | 1923.53%-1911.0pp | 1169.05%-1156.5pp | 373.45%-360.9pp |
| Employer contribution / active EE | $2,345 | $3,034-22.7% | $2,381-1.5% | $4,753-50.7% |
| Participant deferral / active EE | $5,959 | $4,677+27.4% | $3,986+49.5% | $6,711-11.2% |
| Admin fee / account holder | $677 | $8,661-92.2% | $6,853-90.1% | $11,407-94.1% |