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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 | $54,152 | $111,878-51.6% | $93,727-42.2% | $145,897-62.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.19% | 204.28%-195.1pp | 133.83%-124.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,284 | $3,092-26.1% | $2,421-5.7% | $4,663-51.0% |
| Participant deferral / active EE | $8,536 | $4,920+73.5% | $4,417+93.2% | $6,689+27.6% |
| Admin fee / account holder | $39,410 | $10,256+284.2% | $8,292+375.3% | $13,390+194.3% |