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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 | $87,503 | $157,829-44.6% | $136,867-36.1% | $198,609-55.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.84% | 51.25%-39.4pp | 42.97%-31.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $5,579 | $3,923+42.2% | $3,547+57.3% | $5,055+10.3% |
| Participant deferral / active EE | $6,966 | $5,463+27.5% | $4,924+41.5% | $6,977-0.2% |
| Admin fee / account holder | $1,169 | $11,107-89.5% | $10,340-88.7% | $19,030-93.9% |