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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 | $77,639 | $103,000-24.6% | $90,300-14.0% | $152,885-49.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.94% | 95.19%-72.3pp | 78.11%-55.2pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,094 | $3,138-1.4% | $2,854+8.4% | $4,763-35.0% |
| Participant deferral / active EE | $4,646 | $4,281+8.5% | $3,884+19.6% | $5,851-20.6% |
| Admin fee / account holder | $542 | $6,173-91.2% | $5,353-89.9% | $11,598-95.3% |