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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 | $85,640 | $100,203-14.5% | $85,240+0.5% | $145,897-41.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 84.28%-72.4pp | 66.75%-54.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,526 | $3,242-22.1% | $2,735-7.7% | $4,663-45.8% |
| Participant deferral / active EE | $9,490 | $5,299+79.1% | $4,527+109.6% | $6,689+41.9% |
| Admin fee / account holder | $11,351 | $7,265+56.2% | $6,165+84.1% | $13,390-15.2% |