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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 | $199,074 | $108,882+82.8% | $96,754+105.8% | $154,746+28.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.35% | 98.39%-82.0pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,053 | $3,018-65.1% | $2,679-60.7% | $4,379-76.0% |
| Participant deferral / active EE | $5,978 | $5,323+12.3% | $4,758+25.7% | $6,730-11.2% |
| Admin fee / account holder | $3,124 | $10,200-69.4% | $8,905-64.9% | $14,365-78.3% |