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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 | $79,912 | $111,787-28.5% | $93,681-14.7% | $145,978-45.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.79% | 203.52%-191.7pp | 133.47%-121.7pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,375 | $3,093-23.2% | $2,422-1.9% | $4,662-49.1% |
| Participant deferral / active EE | $11,480 | $4,918+133.4% | $4,415+160.0% | $6,690+71.6% |
| Admin fee / account holder | $633 | $10,256-93.8% | $8,290-92.4% | $13,400-95.3% |