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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 | $86,328 | $115,814-25.5% | $101,275-14.8% | $158,982-45.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.29% | 56.16%-42.9pp | 46.48%-33.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $8,819 | $4,176+111.2% | $3,660+140.9% | $4,763+85.2% |
| Participant deferral / active EE | $6,334 | $4,958+27.7% | $4,371+44.9% | $5,983+5.9% |
| Admin fee / account holder | $4,104 | $7,249-43.4% | $5,948-31.0% | $11,252-63.5% |