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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 | $27,747 | $99,079-72.0% | $78,002-64.4% | $273,972-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.18% | 217.93%-212.7pp | 425.99%-420.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,747 | $3,308-47.2% | $2,470-29.3% | $4,869-64.1% |
| Participant deferral / active EE | $4,611 | $4,306+7.1% | $3,497+31.9% | $5,287-12.8% |
| Admin fee / account holder | $380 | $8,954-95.8% | $5,481-93.1% | $10,133-96.2% |