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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 | $76,543 | $105,160-27.2% | $94,679-19.2% | $139,456-45.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.23% | 38.04%-22.8pp | 156.75%-141.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,708 | $4,107-58.4% | $3,673-53.5% | $4,753-64.1% |
| Participant deferral / active EE | $8,604 | $7,599+13.2% | $7,417+16.0% | $6,711+28.2% |
| Admin fee / account holder | $413 | $8,988-95.4% | $7,233-94.3% | $11,407-96.4% |