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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 | $65,931 | $111,814-41.0% | $93,654-29.6% | $145,959-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.22% | 203.30%-189.1pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,143 | $3,092-30.7% | $2,421-11.5% | $4,661-54.0% |
| Participant deferral / active EE | $7,031 | $4,914+43.1% | $4,413+59.3% | $6,689+5.1% |
| Admin fee / account holder | $8,744 | $10,246-14.7% | $8,282+5.6% | $13,398-34.7% |