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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 | $83,883 | $111,785-25.0% | $93,669-10.4% | $145,877-42.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.63% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,942 | $3,096-37.3% | $2,424-19.9% | $4,663-58.4% |
| Participant deferral / active EE | $5,598 | $4,919+13.8% | $4,416+26.8% | $6,691-16.3% |
| Admin fee / account holder | $2,266 | $10,256-77.9% | $8,291-72.7% | $13,402-83.1% |