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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 | $83,197 | $183,539-54.7% | $155,556-46.5% | $145,897-43.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.18% | 61.31%-50.1pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,603 | $5,315-51.0% | $4,675-44.3% | $4,663-44.2% |
| Participant deferral / active EE | $4,049 | $6,467-37.4% | $5,631-28.1% | $6,689-39.5% |
| Admin fee / account holder | $27,246 | $19,275+41.4% | $15,885+71.5% | $13,390+103.5% |