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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 | $81,962 | $112,131-26.9% | $95,964-14.6% | $158,982-48.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.19% | 171.19%-152.0pp | 91.64%-72.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,686 | $3,199-16.0% | $2,541+5.7% | $4,763-43.6% |
| Participant deferral / active EE | $6,175 | $4,784+29.1% | $4,167+48.2% | $5,983+3.2% |
| Admin fee / account holder | $335 | $10,136-96.7% | $6,797-95.1% | $11,252-97.0% |