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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 | $69,023 | $183,539-62.4% | $155,556-55.6% | $145,897-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,081 | $5,315-42.0% | $4,675-34.1% | $4,663-33.9% |
| Participant deferral / active EE | $7,339 | $6,467+13.5% | $5,631+30.3% | $6,689+9.7% |
| Admin fee / account holder | $39,146 | $19,275+103.1% | $15,885+146.4% | $13,390+192.3% |