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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 | $26,143 | $111,830-76.6% | $93,696-72.1% | $145,884-82.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.42% | 204.08%-193.7pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,012 | $3,093-34.9% | $2,422-16.9% | $4,662-56.8% |
| Participant deferral / active EE | $2,577 | $4,920-47.6% | $4,417-41.6% | $6,690-61.5% |
| Admin fee / account holder | $7,839 | $10,249-23.5% | $8,287-5.4% | $13,392-41.5% |