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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 | $86,209 | $111,830-22.9% | $93,696-8.0% | $145,884-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.96% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,195 | $3,093-61.4% | $2,422-50.7% | $4,662-74.4% |
| Participant deferral / active EE | $7,906 | $4,920+60.7% | $4,417+79.0% | $6,690+18.2% |
| Admin fee / account holder | $12,229 | $10,249+19.3% | $8,287+47.6% | $13,392-8.7% |