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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 | $82,237 | $112,131-26.7% | $95,964-14.3% | $158,982-48.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.93% | 171.19%-155.3pp | 91.64%-75.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $3,102 | $3,199-3.0% | $2,541+22.1% | $4,763-34.9% |
| Participant deferral / active EE | $4,797 | $4,784+0.3% | $4,167+15.1% | $5,983-19.8% |
| Admin fee / account holder | $1,206 | $10,136-88.1% | $6,797-82.3% | $11,252-89.3% |