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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 | $88,112 | $124,346-29.1% | $111,308-20.8% | $167,536-47.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.12% | 37.45%-27.3pp | 54.67%-44.5pp | 478.82%-468.7pp |
| Employer contribution / active EE | $4,302 | $3,437+25.2% | $2,732+57.5% | $4,839-11.1% |
| Participant deferral / active EE | $7,243 | $5,182+39.8% | $4,487+61.4% | $6,342+14.2% |
| Admin fee / account holder | $29,215 | $10,621+175.1% | $7,965+266.8% | $12,315+137.2% |