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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 | $90,171 | $157,829-42.9% | $136,867-34.1% | $198,609-54.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.22% | 51.25%-40.0pp | 42.97%-31.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $3,265 | $3,923-16.8% | $3,547-7.9% | $5,055-35.4% |
| Participant deferral / active EE | $6,808 | $5,463+24.6% | $4,924+38.3% | $6,977-2.4% |
| Admin fee / account holder | $400 | $11,107-96.4% | $10,340-96.1% | $19,030-97.9% |