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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 | $98,676 | $185,905-46.9% | $170,057-42.0% | $139,487-29.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.12% | 60.56%-41.4pp | 53.42%-34.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $5,332 | $7,597-29.8% | $6,790-21.5% | $4,755+12.1% |
| Participant deferral / active EE | $9,043 | $11,627-22.2% | $10,411-13.1% | $6,713+34.7% |
| Admin fee / account holder | $2,358 | $15,397-84.7% | $12,826-81.6% | $11,407-79.3% |