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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 | $57,764 | $108,897-47.0% | $100,378-42.5% | $145,877-60.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 58.17%-47.8pp | 49.41%-39.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,452 | $4,420-44.5% | $3,942-37.8% | $4,663-47.4% |
| Participant deferral / active EE | $7,571 | $8,455-10.4% | $8,087-6.4% | $6,691+13.2% |
| Admin fee / account holder | $14,076 | $9,690+45.3% | $7,899+78.2% | $13,402+5.0% |