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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 | $53,540 | $111,830-52.1% | $93,696-42.9% | $145,884-63.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.73% | 204.08%-187.3pp | 133.74%-117.0pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,120 | $3,093-63.8% | $2,422-53.7% | $4,662-76.0% |
| Participant deferral / active EE | $4,426 | $4,920-10.0% | $4,417+0.2% | $6,690-33.8% |
| Admin fee / account holder | $7,833 | $10,249-23.6% | $8,287-5.5% | $13,392-41.5% |