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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 | $27,966 | $157,829-82.3% | $136,867-79.6% | $198,609-85.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.74% | 51.25%-32.5pp | 42.97%-24.2pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,757 | $3,923-29.7% | $3,547-22.3% | $5,055-45.5% |
| Participant deferral / active EE | $3,693 | $5,463-32.4% | $4,924-25.0% | $6,977-47.1% |
| Admin fee / account holder | $538 | $11,107-95.2% | $10,340-94.8% | $19,030-97.2% |