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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 | $91,355 | $100,203-8.8% | $85,240+7.2% | $145,897-37.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 84.28%-71.5pp | 66.75%-54.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,307 | $3,242-28.8% | $2,735-15.7% | $4,663-50.5% |
| Participant deferral / active EE | $2,677 | $5,299-49.5% | $4,527-40.9% | $6,689-60.0% |
| Admin fee / account holder | $1,437 | $7,265-80.2% | $6,165-76.7% | $13,390-89.3% |