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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 | $62,389 | $115,810-46.1% | $101,271-38.4% | $158,966-60.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.94% | 56.15%-23.2pp | 46.48%-13.5pp | 302.95%-270.0pp |
| Employer contribution / active EE | $2,161 | $4,175-48.3% | $3,660-41.0% | $4,762-54.6% |
| Participant deferral / active EE | $6,820 | $4,958+37.5% | $4,371+56.0% | $5,983+14.0% |
| Admin fee / account holder | $7,998 | $7,248+10.3% | $5,948+34.5% | $11,250-28.9% |