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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 | $82,475 | $150,412-45.2% | $120,574-31.6% | $145,884-43.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.30% | 154.50%-132.2pp | 107.42%-85.1pp | 551.85%-529.5pp |
| Employer contribution / active EE | $3,446 | $4,355-20.9% | $3,471-0.7% | $4,662-26.1% |
| Participant deferral / active EE | $9,503 | $6,175+53.9% | $4,996+90.2% | $6,690+42.1% |
| Admin fee / account holder | $19,677 | $12,224+61.0% | $9,445+108.3% | $13,392+46.9% |