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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 | $91,723 | $157,829-41.9% | $136,867-33.0% | $198,609-53.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.62% | 51.25%-39.6pp | 42.97%-31.4pp | 202.70%-191.1pp |
| Employer contribution / active EE | $6,074 | $3,923+54.8% | $3,547+71.2% | $5,055+20.1% |
| Participant deferral / active EE | $6,405 | $5,463+17.2% | $4,924+30.1% | $6,977-8.2% |
| Admin fee / account holder | $22,096 | $11,107+98.9% | $10,340+113.7% | $19,030+16.1% |