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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 | $89,093 | $111,814-20.3% | $93,654-4.9% | $145,959-39.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 203.30%-189.8pp | 133.34%-119.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,526 | $3,092-18.3% | $2,421+4.4% | $4,661-45.8% |
| Participant deferral / active EE | $3,813 | $4,914-22.4% | $4,413-13.6% | $6,689-43.0% |
| Admin fee / account holder | $1,157 | $10,246-88.7% | $8,282-86.0% | $13,398-91.4% |