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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 | $61,480 | $99,652-38.3% | $78,778-22.0% | $147,586-58.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.33% | 47.28%-32.0pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,753 | $2,796-37.3% | $1,986-11.7% | $4,876-64.0% |
| Participant deferral / active EE | $3,881 | $3,664+5.9% | $2,958+31.2% | $5,439-28.6% |
| Admin fee / account holder | $15,615 | $7,155+118.2% | $5,134+204.2% | $10,886+43.4% |