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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 | $57,633 | $111,787-48.4% | $93,681-38.5% | $145,978-60.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.87% | 203.52%-195.6pp | 133.47%-125.6pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,284 | $3,093-58.5% | $2,422-47.0% | $4,662-72.5% |
| Participant deferral / active EE | $1,987 | $4,918-59.6% | $4,415-55.0% | $6,690-70.3% |
| Admin fee / account holder | $1,518 | $10,256-85.2% | $8,290-81.7% | $13,400-88.7% |