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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 | $77,460 | $152,619-49.2% | $125,195-38.1% | $152,909-49.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.11% | 54.85%-40.7pp | 43.79%-29.7pp | 345.46%-331.4pp |
| Employer contribution / active EE | $1,740 | $4,947-64.8% | $3,866-55.0% | $4,764-63.5% |
| Participant deferral / active EE | $10,000 | $5,869+70.4% | $4,937+102.5% | $5,851+70.9% |
| Admin fee / account holder | $1,331 | $13,437-90.1% | $9,704-86.3% | $11,601-88.5% |