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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 | $83,201 | $183,592-54.7% | $155,574-46.5% | $145,877-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,289 | $5,317-75.8% | $4,676-72.4% | $4,663-72.4% |
| Participant deferral / active EE | $2,329 | $6,466-64.0% | $5,629-58.6% | $6,691-65.2% |
| Admin fee / account holder | $12,056 | $19,316-37.6% | $15,914-24.2% | $13,402-10.0% |