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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 | $64,601 | $111,814-42.2% | $93,654-31.0% | $145,959-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.13% | 203.30%-187.2pp | 133.34%-117.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,340 | $3,092+8.0% | $2,421+38.0% | $4,661-28.3% |
| Participant deferral / active EE | $19,162 | $4,914+289.9% | $4,413+334.2% | $6,689+186.5% |
| Admin fee / account holder | $1,904 | $10,246-81.4% | $8,282-77.0% | $13,398-85.8% |