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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 | $183,516-46.5% | $155,534-36.8% | $145,884-32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,486 | $5,315-53.2% | $4,675-46.8% | $4,662-46.7% |
| Participant deferral / active EE | $5,749 | $6,467-11.1% | $5,630+2.1% | $6,690-14.1% |
| Admin fee / account holder | $8,373 | $19,293-56.6% | $15,900-47.3% | $13,392-37.5% |