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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 | $108,942-33.1% | $100,415-27.4% | $145,897-50.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 58.27%-41.3pp | 49.47%-32.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,932 | $4,422-11.1% | $3,943-0.3% | $4,663-15.7% |
| Participant deferral / active EE | $12,281 | $8,461+45.2% | $8,091+51.8% | $6,689+83.6% |
| Admin fee / account holder | $1,744 | $9,702-82.0% | $7,906-77.9% | $13,390-87.0% |