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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 | $66,044 | $115,796-43.0% | $101,264-34.8% | $158,950-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.88% | 56.15%-48.3pp | 46.48%-38.6pp | 302.91%-295.0pp |
| Employer contribution / active EE | $3,312 | $4,175-20.7% | $3,660-9.5% | $4,762-30.4% |
| Participant deferral / active EE | $3,364 | $4,958-32.2% | $4,370-23.0% | $5,983-43.8% |
| Admin fee / account holder | $10,673 | $7,247+47.3% | $5,947+79.5% | $11,248-5.1% |