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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 | $84,347 | $81,208+3.9% | $98,916-14.7% | $79,858+5.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.10% | 60.99%-45.9pp | 196.45%-181.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,236 | $1,960-36.9% | $2,689-54.0% | $2,471-50.0% |
| Participant deferral / active EE | $3,707 | $3,265+13.5% | $4,245-12.7% | $3,740-0.9% |
| Admin fee / account holder | $13,174 | $6,013+119.1% | $6,642+98.3% | $5,306+148.3% |