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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 | $68,817 | $112,121-38.6% | $95,960-28.3% | $158,966-56.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.88% | 171.16%-149.3pp | 91.63%-69.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $28,927 | $3,199+804.2% | $2,541+1038.3% | $4,762+507.4% |
| Participant deferral / active EE | $17,084 | $4,784+257.1% | $4,167+310.0% | $5,983+185.5% |
| Admin fee / account holder | $1,952 | $10,135-80.7% | $6,797-71.3% | $11,250-82.6% |