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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 | $112,275 | $100,203+12.0% | $85,240+31.7% | $145,897-23.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 84.28%-72.7pp | 66.75%-55.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,009 | $3,242-38.0% | $2,735-26.6% | $4,663-56.9% |
| Participant deferral / active EE | $3,297 | $5,299-37.8% | $4,527-27.2% | $6,689-50.7% |
| Admin fee / account holder | $9,767 | $7,265+34.4% | $6,165+58.4% | $13,390-27.1% |