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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 | $116,732 | $107,941+8.1% | $91,994+26.9% | $152,909-23.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.23% | 89.28%-67.0pp | 69.04%-46.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,614 | $4,212-37.9% | $3,453-24.3% | $4,764-45.1% |
| Participant deferral / active EE | $2,733 | $6,366-57.1% | $5,924-53.9% | $5,851-53.3% |
| Admin fee / account holder | $15,424 | $10,521+46.6% | $7,744+99.2% | $11,601+33.0% |