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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 | $101,794 | $183,539-44.5% | $155,556-34.6% | $145,897-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.45% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,351 | $5,315-55.8% | $4,675-49.7% | $4,663-49.6% |
| Participant deferral / active EE | $20,285 | $6,467+213.7% | $5,631+260.2% | $6,689+203.2% |
| Admin fee / account holder | $3,950 | $19,275-79.5% | $15,885-75.1% | $13,390-70.5% |