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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 | $89,668 | $99,079-9.5% | $78,002+15.0% | $273,972-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.08% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,087 | $3,308-36.9% | $2,470-15.5% | $4,869-57.1% |
| Participant deferral / active EE | $7,923 | $4,306+84.0% | $3,497+126.6% | $5,287+49.8% |
| Admin fee / account holder | $1,166 | $8,954-87.0% | $5,481-78.7% | $10,133-88.5% |