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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 | $78,723 | $107,030-26.4% | $73,550+7.0% | $147,586-46.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.32% | 38.25%-28.9pp | -15.16%+24.5pp | 578.59%-569.3pp |
| Employer contribution / active EE | $5,528 | $1,760+214.0% | $1,219+353.4% | $4,876+13.4% |
| Participant deferral / active EE | $2,966 | $2,458+20.7% | $1,804+64.4% | $5,439-45.5% |
| Admin fee / account holder | $1,446 | $3,055-52.7% | $2,320-37.6% | $10,886-86.7% |