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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 | $92,021 | $100,203-8.2% | $85,240+8.0% | $145,897-36.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.89% | 84.28%-64.4pp | 66.75%-46.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,879 | $3,242-11.2% | $2,735+5.3% | $4,663-38.2% |
| Participant deferral / active EE | $4,712 | $5,299-11.1% | $4,527+4.1% | $6,689-29.6% |
| Admin fee / account holder | $11,320 | $7,265+55.8% | $6,165+83.6% | $13,390-15.5% |