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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 | $81,851 | $197,637-58.6% | $177,848-54.0% | $158,982-48.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.92% | 58.77%-41.8pp | 48.33%-31.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,117 | $6,698-23.6% | $5,919-13.5% | $4,763+7.4% |
| Participant deferral / active EE | $4,773 | $8,405-43.2% | $7,714-38.1% | $5,983-20.2% |
| Admin fee / account holder | $830 | $15,406-94.6% | $12,431-93.3% | $11,252-92.6% |