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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 | $174,885 | $115,796+51.0% | $101,264+72.7% | $158,950+10.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 45.99% | 56.15%-10.2pp | 46.48%-0.5pp | 302.91%-256.9pp |
| Employer contribution / active EE | $2,930 | $4,175-29.8% | $3,660-19.9% | $4,762-38.5% |
| Participant deferral / active EE | $1,696 | $4,958-65.8% | $4,370-61.2% | $5,983-71.7% |
| Admin fee / account holder | $83,519 | $7,247+1052.4% | $5,947+1304.4% | $11,248+642.5% |