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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 | $93,751 | $100,203-6.4% | $85,240+10.0% | $145,897-35.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 84.28%-73.3pp | 66.75%-55.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,058 | $3,242-5.7% | $2,735+11.8% | $4,663-34.4% |
| Participant deferral / active EE | $20,606 | $5,299+288.9% | $4,527+355.2% | $6,689+208.1% |
| Admin fee / account holder | $1,460 | $7,265-79.9% | $6,165-76.3% | $13,390-89.1% |