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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 | $83,101 | $102,638-19.0% | $81,982+1.4% | $158,982-47.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 26.92% | 61.05%-34.1pp | 41.31%-14.4pp | 302.99%-276.1pp |
| Employer contribution / active EE | $9,648 | $3,241+197.7% | $2,498+286.2% | $4,763+102.6% |
| Participant deferral / active EE | $3,601 | $4,649-22.5% | $3,722-3.3% | $5,983-39.8% |
| Admin fee / account holder | $6,782 | $8,237-17.7% | $5,665+19.7% | $11,252-39.7% |