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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 | $99,196 | $157,829-37.1% | $136,867-27.5% | $198,609-50.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.37% | 51.25%-39.9pp | 42.97%-31.6pp | 202.70%-191.3pp |
| Employer contribution / active EE | $4,602 | $3,923+17.3% | $3,547+29.7% | $5,055-9.0% |
| Participant deferral / active EE | $3,795 | $5,463-30.5% | $4,924-22.9% | $6,977-45.6% |
| Admin fee / account holder | $736 | $11,107-93.4% | $10,340-92.9% | $19,030-96.1% |