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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 | $87,466 | $100,203-12.7% | $85,240+2.6% | $145,897-40.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 84.28%-68.5pp | 66.75%-50.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,487 | $3,242+69.3% | $2,735+100.6% | $4,663+17.7% |
| Participant deferral / active EE | $22,000 | $5,299+315.2% | $4,527+386.0% | $6,689+228.9% |
| Admin fee / account holder | $443 | $7,265-93.9% | $6,165-92.8% | $13,390-96.7% |