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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 | $51,612 | $111,878-53.9% | $93,727-44.9% | $145,897-64.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.98% | 204.28%-186.3pp | 133.83%-115.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,366 | $3,092-55.8% | $2,421-43.6% | $4,663-70.7% |
| Participant deferral / active EE | $2,795 | $4,920-43.2% | $4,417-36.7% | $6,689-58.2% |
| Admin fee / account holder | $2,239 | $10,256-78.2% | $8,292-73.0% | $13,390-83.3% |