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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 | $72,873 | $108,912-33.1% | $100,383-27.4% | $145,959-50.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 57.96%-41.0pp | 49.26%-32.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,932 | $4,423-11.1% | $3,944-0.3% | $4,661-15.6% |
| Participant deferral / active EE | $12,281 | $8,451+45.3% | $8,086+51.9% | $6,689+83.6% |
| Admin fee / account holder | $1,744 | $9,690-82.0% | $7,900-77.9% | $13,398-87.0% |