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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 | $84,974 | $107,941-21.3% | $91,994-7.6% | $152,909-44.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.99% | 89.28%-68.3pp | 69.04%-48.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $6,439 | $4,212+52.9% | $3,453+86.5% | $4,764+35.2% |
| Participant deferral / active EE | $11,021 | $6,366+73.1% | $5,924+86.0% | $5,851+88.4% |
| Admin fee / account holder | $5,426 | $10,521-48.4% | $7,744-29.9% | $11,601-53.2% |