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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 | $91,664 | $107,941-15.1% | $91,994-0.4% | $152,897-40.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.68% | 89.28%-65.6pp | 69.04%-45.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $3,102 | $4,212-26.3% | $3,453-10.2% | $4,764-34.9% |
| Participant deferral / active EE | $6,967 | $6,366+9.4% | $5,924+17.6% | $5,851+19.1% |
| Admin fee / account holder | $995 | $10,521-90.5% | $7,744-87.2% | $11,599-91.4% |