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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 | $86,574 | $208,088-58.4% | $186,193-53.5% | $154,746-44.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.76% | 89.97%-70.2pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,493 | $4,340-42.5% | $3,918-36.4% | $4,379-43.1% |
| Participant deferral / active EE | $15,837 | $7,078+123.7% | $6,513+143.2% | $6,730+135.3% |
| Admin fee / account holder | $1,503 | $11,698-87.1% | $11,058-86.4% | $14,365-89.5% |