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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 | $160,360 | $81,643+96.4% | $70,462+127.6% | $158,950+0.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 28.73% | 208.51%-179.8pp | 109.08%-80.3pp | 302.91%-274.2pp |
| Employer contribution / active EE | $1,693 | $3,218-47.4% | $2,737-38.1% | $4,762-64.4% |
| Participant deferral / active EE | $5,703 | $4,555+25.2% | $3,710+53.7% | $5,983-4.7% |
| Admin fee / account holder | $1,095 | $6,194-82.3% | $3,845-71.5% | $11,248-90.3% |