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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 | $93,933 | $115,810-18.9% | $101,271-7.2% | $158,966-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.50% | 56.15%-41.7pp | 46.48%-32.0pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,286 | $4,175-45.2% | $3,660-37.5% | $4,762-52.0% |
| Participant deferral / active EE | $7,322 | $4,958+47.7% | $4,371+67.5% | $5,983+22.4% |
| Admin fee / account holder | $743 | $7,248-89.7% | $5,948-87.5% | $11,250-93.4% |