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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 | $78,820 | $99,652-20.9% | $78,778+0.1% | $147,586-46.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.10% | 47.28%-31.2pp | 35.62%-19.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,543 | $2,796-9.0% | $1,986+28.1% | $4,876-47.9% |
| Participant deferral / active EE | $14,387 | $3,664+292.7% | $2,958+386.3% | $5,439+164.5% |
| Admin fee / account holder | $22,573 | $7,155+215.5% | $5,134+339.7% | $10,886+107.4% |