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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 | $64,816 | $106,918-39.4% | $84,021-22.9% | $152,897-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.33% | 105.01%-86.7pp | 71.32%-53.0pp | 345.43%-327.1pp |
| Employer contribution / active EE | $2,031 | $2,735-25.8% | $1,984+2.4% | $4,764-57.4% |
| Participant deferral / active EE | $4,658 | $4,012+16.1% | $3,239+43.8% | $5,851-20.4% |
| Admin fee / account holder | $8,879 | $8,288+7.1% | $6,102+45.5% | $11,599-23.5% |