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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 | $78,875 | $118,919-33.7% | $88,538-10.9% | $152,885-48.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 23.84% | 47.92%-24.1pp | 43.64%-19.8pp | 345.39%-321.6pp |
| Employer contribution / active EE | $3,272 | $2,669+22.6% | $2,098+55.9% | $4,763-31.3% |
| Participant deferral / active EE | $4,041 | $3,549+13.9% | $2,914+38.7% | $5,851-30.9% |
| Admin fee / account holder | $369 | $5,876-93.7% | $4,310-91.4% | $11,598-96.8% |