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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 | $98,248 | $183,539-46.5% | $155,556-36.8% | $145,897-32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,486 | $5,315-53.2% | $4,675-46.8% | $4,663-46.7% |
| Participant deferral / active EE | $5,749 | $6,467-11.1% | $5,631+2.1% | $6,689-14.1% |
| Admin fee / account holder | $8,373 | $19,275-56.6% | $15,885-47.3% | $13,390-37.5% |